The Wellness Plan Medical Centers 401(k) Plan
Sponsored by The Wellness Plan Medical Centers · EIN 382008890 · Plan #002
- Total assets
- $8.0M
- Net assets
- $7.9M
- Active participants
- 139
- With balances
- 177
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $16,271 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$20,800 |