Plans listing this provider
61
0.11% of the 56,420 plans with Schedule H financials; 43 in 2023
Providers › Vestwell
Vestwell
- Service provider, as named on Schedule C
- EIN 813062212
- Plan year 2024
- Direct compensation reported $1,261,525
Assets of those plans
$271,725,521
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
58
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,261,525
85% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 13 | Contract administrator | 61 |
| 27 | Investment advisory (plan) | 60 |
| 51 | Investment management fees paid directly by plan | 60 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Armhr 401(k) Retirement Planrecordkeeper | Armhr | $45,829,867 | 1,519 | $115,352 |
| Vestwell Holdings, Inc. 401(k) Planrecordkeeper | Vestwell Holdings | $23,774,331 | 551 | $15,056 |
| Total Expert, Inc. 401k Planrecordkeeper | Total Expert | $17,967,968 | 377 | $53,670 |
| Neuronetics, Inc. 401(k) Retirement Savings Planrecordkeeper | Neuronetics | $16,285,372 | 314 | $0 |
| Genesis Research 401(k) Planrecordkeeper | Genesis Research | $14,721,693 | 176 | $18,967 |
| Praetorian Security, Inc. 401(k) Planrecordkeeper | Praetorian Group | $11,789,932 | 188 | $10,544 |
| Praetorian Security, Inc. 401(k) Planrecordkeeper | Praetorian Group | $11,789,932 | 188 | $10,544 |
| Anthesis 401(k) Plan & Trustrecordkeeper | Anthesis | $8,277,027 | 192 | $35,610 |
| Live on Nebraska 401(k) Planrecordkeeper | Nebraska Organ Recovery System D/B/A Live on Nebraska | $7,855,416 | 105 | $0 |
| Toolsgroup, Inc. 401(k) Planrecordkeeper | Toolsgroup | $7,846,336 | 104 | $46,816 |
| Jones Knowles Ritchie, Inc. 401k Planrecordkeeper | Jones Knowles Ritchie | $7,300,251 | 138 | $4,420 |
| Trendyminds, LLC Retirement Planrecordkeeper | Trendyminds | $7,026,544 | 154 | $13,301 |
| First Information Technology 401(k) Planrecordkeeper | First Information Technology Services | $5,488,400 | 79 | $15,323 |
| Ambrosia QSR Support Center, LLC 401(k) Plan | Ambrosia QSR Support Center | $5,163,687 | 397 | $66,728 |
| North Atlantic Imports, LLC 401(k) Planrecordkeeper | North Atlantic Imports | $4,892,468 | 353 | $2,033 |
| Q'apel Medical Inc. 401(k) Planrecordkeeper | Q'Apel Medical | $4,818,968 | 122 | $17,761 |
| To Infinitum and Beyond 401(k) Planrecordkeeper | Infinitum Electric | $4,501,351 | 146 | $12,689 |
| Mark A. O'neal & Associates, Inc. 401(k) Planrecordkeeper | Mark A. O'neal & Associates | $4,416,673 | 130 | $19,868 |
| Medbridge 401(k) Planrecordkeeper | Medbridge Development | $4,315,936 | 159 | $0 |
| Phillips' Companies 401(k) Planrecordkeeper | Villas of Holly Brook Senior Living | $4,287,484 | 379 | $70,107 |
| Accredited Home Elevator of NE 401(k) Planrecordkeeper | Accredited Home Elevator | $4,184,623 | 129 | $22,106 |
| Machine Build Technologies, LLC 401(k) Planrecordkeeper | Machine Build Technologies | $4,028,300 | 130 | $21,351 |
| Ability Homecare 401(k) Planrecordkeeper | Ability Homecare Inc. DBA Ability Homecare | $3,666,890 | 158 | $30,394 |
| Thrive Causemetics, Inc. 401k Planrecordkeeper | Thrive Causemetics | $3,646,795 | 103 | $7,194 |
| Coje, LLC 401(k) Planrecordkeeper | Coje LLC D/B/A Coje Management Group | $3,448,888 | 759 | $104,779 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.