HEALTH AND WELLNESS PARTNERS 401(k) Plan
What public Form 5500 filings show about the HEALTH AND WELLNESS PARTNERS 401(k) plan — and how to find and check your own account.
The HEALTH AND WELLNESS PARTNERS 401(k) on its latest Form 5500
HEALTH AND WELLNESS PARTNERS (EIN 20-3066737) reports HEALTH AND WELLNESS PARTNERS 401(K) PLAN on its most recent Form 5500, with $14.3M in plan assets across 208 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 HEALTH AND WELLNESS PARTNERS filing — schedules, fees, and providers.
Who runs the HEALTH AND WELLNESS PARTNERS 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your HEALTH AND WELLNESS PARTNERS 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, MORGAN STANLEY SMITH BARNEY.
How to check your HEALTH AND WELLNESS PARTNERS 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask HEALTH AND WELLNESS PARTNERS HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).