Combined Wellness Acquisition 401(k) match, vesting and fees
What Combined Wellness Acquisition's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Combined Wellness Acquisition: employer contribution per participant | $860 | |
| Peer median | $1,358 |
| Combined Wellness Acquisition: average balance | $29,386 | |
| Peer median | $44,442 |
| Combined Wellness Acquisition: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $23.4M at the end of plan year 2023 to $30.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,237 | $30.8M | $901K | $860 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 988 | $23.4M | $1.4M | $1,486 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Combined Wellness Acquisition match 401(k) contributions?
The match terms for the Combined Wellness 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $901K in employer contributions, about $860 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Combined Wellness Acquisition 401(k) match vested?
The vesting schedule for the Combined Wellness 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Combined Wellness Acquisition 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Combined Wellness Acquisition Co. and Subsidiaries.
I left Combined Wellness Acquisition. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Combined Wellness Acquisition Co. and Subsidiaries, (781) 961-3370) or the recordkeeper, Fidelity Investments Institutional. The Combined Wellness Acquisition old 401(k) page lists the contacts from every plan filing. Find an old Combined Wellness Acquisition 401(k)
Data from the public Form 5500 annual reports Combined Wellness Acquisition filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Combined Wellness Acquisition. Not financial advice. Report a correction · Methodology