The Wellness Pet Company Employee 401(k) Plan
Sponsored by Wellness Pet Llc · EIN 800298170 · Plan #001
- Total assets
- $34.5M
- Net assets
- $34.5M
- Active participants
- 349
- With balances
- 513
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Baker Tilly Wealth Management, Llc CRD 167811 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,658 |
| Mfa Asst Management Llc | Investment advisory (plan) | $14,999 |
| Baker Tilly Wealth Management Llc | Investment advisory (plan) | $14,994 |