Vestwell Holdings, Inc. 401(k) Plan
Sponsored by Vestwell Holdings, Inc. · EIN 813062212 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 441
- With balances
- 551
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 |
|---|---|---|
| Vestwell | Contract administrator, Recordkeeping | $15,056 |