Plan Ledger DOL Form 5500 · updated monthly

Well Dot Inc.401(k)

WELL 401(K) PLAN · CHAPEL HILL, NC · plan year 2024

Reported admin expense ratio · 2024
0.30%

Well Dot Inc. reported $20,691 in plan administrative expenses for 2024: 0.30% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.26% to 0.30%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,214th of 2,005), and 8,543rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$8,400,307
Participants with balances230
Active participants207
Employer contributions—
Employee contributions$1,697,637
Employer contribution per active participant—
Average account balance$36,523
Benefits paid to participants$682,941
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$8.4M · 230 accts
2023$5.4M · 148 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,691
Total administrative$20,691
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
COMPASS 360 LLC · Recordkeeping · Loan processing$16,460
THE VANGUARD GROUP INC · Loan processing$4,370

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024COMPASS 360 LLC
2023COMPASS 360 LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$20,691 · 0.30%
2023$11,570 · 0.26%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Mycomputercareer, Inc NC$8.8M · 0.85%
Onecbi, LLC dba Cbi NC$8.7M · 0.79%
Servicetrade, Inc. NC$8.6M · 0.07%
Pisgah Legal Services NC$8.0M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833190954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.