Vestwell

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

165

Active participants

53,919

Total plan assets

$637.0M

Filings (rows)

165

Direct comp

$3.3M

Indirect comp

Aggregating 3 name variants under "VESTWELL"

Click a variant to view it alone

VESTWELL159 VESTWELL HOLDINGS5 VESTWELL TRUST1

SERVICES PROVIDED

Recordkeeper164

Advisor / Consultant1

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
VANGUARD CASH RSRV FEDERAL MMA	2
VANGUARD TARGET RETIREMENT 2035	2
FIDELITY EMERGING MARKETS INDEX	2
FIDELITY LARGE CAP VALUE INDEX	2
VANGUARD TARGET RETIREMENT 2030	2
FIDELITY US BOND INDEX	2
VANGUARD TARGET RETIREMENT 2045	2
VANGUARD TARGET RETIREMENT 2060

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Armhr, LLC Armhr 401(k) Retirement Plan · all filings	EAST SYRACUSE, NY	Recordkeeper	2,246	$45.8M	$115K	$0
The Employer Group, Inc. The Employer Group Retirement Savings Plan · all filings	VERONA, WI	Recordkeeper	693	$30.9M	$165K	$0
The Employer Group, Inc. The Employer Group Retirement Savings Plan · all filings	VERONA, WI	Recordkeeper	619	$25.2M	$79K	$0
Greenlight Financial Technology, Inc. Greenlight Financial Technology, Inc. 401(k) Plan · all filings	ATLANTA, GA	Recordkeeper	605	$24.8M	$65K	$0
Vestwell Holdings, Inc. Vestwell Holdings, Inc. 401(k) Plan · all filings	NEW YORK, NY	Recordkeeper	441	$23.8M	$15K	$0
Total Expert, Inc. Total Expert, Inc. 401(k) Plan · all filings	ST. LOUIS PARK, MN	Recordkeeper	377	$18.0M	$54K	$0
Greenlight Financial Technology, Inc. Greenlight Financial Technology, Inc. 401(k) Plan · all filings	ATLANTA, GA	Recordkeeper	462	$16.6M	$30K	$0
Neuronetics, Inc. Neuronetics, Inc. 401(k) Retirement Savings Plan · all filings	MALVERN, PA	Recordkeeper	314	$16.3M	$0	$0
Total Expert, Inc. Total Expert, Inc. 401(k) Plan · all filings	ST. LOUIS PARK, MN	Recordkeeper	393	$14.9M	$66K	$0
Vestwell Holdings, Inc. Vestwell Holdings, Inc. 401(k) Plan · all filings	NEW YORK, NY	Recordkeeper	319	$14.9M	$12K	$0
Genesis Research LLC Genesis Research 401(k) Plan · all filings	HOBOKEN, NJ	Recordkeeper	176	$14.7M	$19K	$0
Neuronetics, Inc. Neuronetics, Inc. 401(k) Retirement Savings Plan · all filings	MALVERN, PA	Recordkeeper	312	$13.6M	$48K	$0
Praetorian Group, Inc. Praetorian Security, Inc. 401(k) Plan · all filings	AUSTIN, TX	Recordkeeper	188	$11.8M	$11K	$0
Levin Furniture, LLC Schultz-Levin 401(k) Plan · all filings	SMITHTON, PA	Advisor / Consultant	794	$11.1M	$19K	$0
Neuronetics, Inc. Neuronetics, Inc. 401(k) Retirement Savings Plan · all filings	MALVERN, PA	Recordkeeper	197	$10.3M	$31K	$0
Total Expert, Inc. Total Expert, Inc. 401(k) Plan · all filings	ST. LOUIS PARK, MN	Recordkeeper	304	$9.6M	$34K	$0
Armada Parent, Inc. Armada Parent, Inc. 401(k) · all filings	NEW YORK, NY	Recordkeeper	986	$9.5M	$118K	$0
Praetorian Group, Inc. Praetorian Security, Inc. 401(k) Plan · all filings	AUSTIN, TX	Recordkeeper	166	$8.8M	$4K	$0
Anthesis LLC Anthesis 401(k) Plan & Trust · all filings	BOULDER, CO	Recordkeeper	136	$8.3M	$36K	$0
Nebraska Organ Recovery System d/b/a Live on Nebraska Live on Nebraska 401(k) Plan · all filings	OMAHA, NE	Recordkeeper	105	$7.9M	$0	$0
Toolsgroup, Inc. Toolsgroup, Inc. 401(k) Plan · all filings	BOSTON, MA	Recordkeeper	109	$7.8M	$47K	$0
The Complete Logistics Company The CLC 401(k) Plan · all filings	FONTANA, CA	Recordkeeper	135	$7.7M	$16K	$0
Jones Knowles Ritchie, Inc. Jones Knowles Ritchie, Inc. 401(k) Plan · all filings	NEW YORK, NY	Recordkeeper	123	$7.3M	$4K	$0
Trendyminds, LLC Trendyminds, LLC Retirement Plan · all filings	INDIANAPOLIS, IN	Recordkeeper	154	$7.0M	$13K	$0
DEEL, Inc. DEEL 401(k) Plan · all filings	SAN FRANCISCO, CA	Recordkeeper	1,411	$6.6M	$8K	$0

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