Wellbridge 401 K Plan And Trust
Sponsored by Wellbridge Club Management, Llc · EIN 261717298 · Plan #001
- Total assets
- $21.1M
- Net assets
- $21.1M
- Active participants
- 262
- With balances
- 236
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $60,720 |
| Plante & Moran Pllc | Accounting, Direct payment from the plan | $10,000 |