What public Form 5500 filings show about the Combined Wellness Acquisition Co. and Subsidiaries 401(k) plan — and how to find and check your own account.
Combined Wellness Acquisition Co. and Subsidiaries (EIN 83-3046532) reports COMBINED WELLNESS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $30.8M in plan assets across 1,019 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Combined Wellness Acquisition Co. and Subsidiaries filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Combined Wellness Acquisition Co. and Subsidiaries 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAGEVIEW ADVISORY GROUP.
