Combined Wellness 401(k) Profit Sharing Plan
Sponsored by Combined Wellness Acquisition Co. And Subsidiaries · EIN 833046532 · Plan #001
- Total assets
- $30.8M
- Net assets
- $30.8M
- Active participants
- 1,019
- With balances
- 1,048
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $32,077 |
| Sageview Advisory Group | Consulting (general) | $21,855 |