Wellness Together 401(k) match, vesting and fees
What Wellness Together'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 | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Cj Cpas 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 2,134 defined-contribution plans in educational services with 100 to 499 participants.
| Wellness Together: employer contribution per participant | $686 | |
| Peer median | $1,684 |
| Wellness Together: average balance | $12,431 | |
| Peer median | $62,952 |
| Wellness Together: admin expenses ÷ assets | 0.62% | |
| Peer median | 0.17% |
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 $143K at the end of plan year 2021 to $1.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 250 | $1.4M | $75K | $686 | 0.62% | Not published | Form 5500 ↗ |
| 2023 | 290 | $899K | $95K | $640 | 0.39% | Not published | 5500-SF ↗ |
| 2022 | 231 | $367K | $84K | $941 | 0.51% | Not published | Form 5500 ↗ |
| 2021 | 153 | $143K | $43K | $730 | 0.28% | Not published | 5500-SF ↗ |
Common questions
Does Wellness Together match 401(k) contributions?
The match terms for the Wellness Together 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $75K in employer contributions, about $686 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wellness Together 401(k) match vested?
The vesting schedule for the Wellness Together 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wellness Together 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Wellness Together.
I left Wellness Together. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wellness Together, (916) 209-0438) or the recordkeeper, Human Interest Advisor LLC. The Wellness Together old 401(k) page lists the contacts from every plan filing. Find an old Wellness Together 401(k)
Data from the public Form 5500 annual reports Wellness Together filed with the U.S. Department of Labor (plan years 2021 and 2022 and 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 Wellness Together. Not financial advice. Report a correction · Methodology