AUMdb

Wellnest 401(k) Plan

Sponsored by Wellnest Emotional Health & Wellness · EIN 951690974 · Plan #004

Total assets
$18.0M
Net assets
$18.0M
Active participants
279
With balances
426

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
Avina Financial Group Inc. Other fees $0