Original filing (PDF)20250617130120NAL0003822706001

SENSEI WELLNESS HOLDINGS INC

Name: SENSEI WELLNESS HOLDINGS INC — SENSEI WELLNESS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SENSEI WELLNESS HOLDINGS INC

Form 5500

FILING_RECEIVED

SENSEI WELLNESS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

208

Accounts w/ balance

215

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SENSEI WELLNESS HOLDINGS INC.

Plan sponsor

Name

SENSEI WELLNESS HOLDINGS INC

EIN

85-1924973

Address

3130 WILSHIRE BLVD. · SUITE 350 · SANTA MONICA, CA · 90403

Phone

(810) 305-2455

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EXCEL WEALTH MANAGEMENT, LLC	81-2780637	MANCHESTER, CT	ADVISOR	$13K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
401K GENERATION	26-4477125	LAKE MARY, FL	CONTRACT ADMINISTRATOR	$10K	—

Investments

25 direct securities· $3.4M(100% of reported assets)

Other securities

$3.3M

23 holdings

Participant loans

$88K

1 holding

U.S. Treasuries

$12K

1 holding

					% of plan
N/R Nuveen Lifecycle Index 2050 Fund N/R	Other securities	—	—	$707K	20.7%
N/R Nuveen Lifecycle Index 2030 Fund N/R	Other securities	—	—	$469K	13.8%
N/R Nuveen Lifecycle Index 2045 Fund N/R	Other securities	—	—	$393K	11.5%
N/R Nuveen Lifecycle Index 2055 Fund N/R	Other securities	—	—	$331K	9.7%
N/R Schwab S&P 500 Index Fund N/R	Other securities	—	—	$328K	9.6%
N/R Nuveen Lifecycle Index 2035 Fund N/R	Other securities	—	—	$263K	7.7%
N/R Nuveen Lifecycle Index 2040 Fund N/R	Other securities	—	—	$186K	5.4%
N/R Nuveen Lifecycle Index 2060 Fund N/R	Other securities	—	—	$156K	4.6%
N/R MFS Massachusetts Investors Growth Stock Fund N/R	Other securities	—	—	$120K	3.5%
N/R Nuveen Lifecycle Index 2025 Fund N/R	Other securities	—	—	$113K	3.3%
N/R Participant Loans N/R	Participant loans	—	—	$88K	2.6%
N/R Vanguard Growth Index Fund Admiral Shares N/R	Other securities	—	—	$51K	1.5%
N/R Vanguard Mid-Cap Value Index Fund Admiral Shares N/R	Other securities	—	—	$42K	1.2%
N/R Vanguard Explorer Fund Investor Shares N/R	Other securities	—	—	$37K	1.1%
N/R Vanguard Equity Income Fund Admiral Shares N/R	Other securities	—	—	$25K	0.7%
N/R Nuveen Lifecycle Index 2020 Fund N/R	Other securities	—	—	$25K	0.7%
N/R MFS International Growth R6 Fund N/R	Other securities	—	—	$14K	0.4%
N/R Fidelity Small Cap Index Fund N/R	Other securities	—	—	$14K	0.4%
N/R Schwab Treasury Inflation Protected Securiteis Index Fund N/R	U.S. Treasuries	—	—	$12K	0.4%
N/R DFA Emerging Markets Fund N/R	Other securities	—	—	$11K	0.3%
N/R Goldman Sachs Small Cap Value Institutional Class N/R	Other securities	—	—	$10K	0.3%
N/R Macquarie Mid Cap Growth Fund N/R	Other securities	—	—	$6K	0.2%
N/R Prudential High-Yield Fund Class Q N/R	Other securities	—	—	$4K	0.1%
N/R Vanguard Short-Term Federal Fund Admiral Shares N/R	Other securities	—	—	$3K	<0.1%
N/R George Washington GVT SCS Fund N/R	Other securities	—	—	$2K	<0.1%