Assets by plan
Share of aggregate retirement assets
- WEALTHWISE 401(K) (#003)$22.0M
- GATEWAY 401(K) (#010)$21.2M
Filings through .
Vestwell Holdings Inc
EIN 81-3062212investment bankingLatest filing 2025
Plans
5
Retirement
4
$78.0M assets
Health & Benefits
1
$742K premiums
Participants
3,850
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
4 plans aggregated / $78.0M assets / 3,419 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $742K premiums / 476 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$742K
- Vision$742K
- Life$742K
- Short-term disability$742K
- Long-term disability$742K
- Other$742K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
VESTWELL HOLDINGS, INC. 401(K) PLAN
401(k)
Assets$31.8M
Participants679
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
WEALTHWISE 401(K) PLAN
401(k)
Assets$22.0M
Participants748
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010
GATEWAY 401(K)
401(k)
Assets$21.2M
Participants1,058
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
VESTWELL DSP PEP
401(k)
Assets$3.0M
Participants934
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
VESTWELL HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$742K
Covered lives476
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | VESTWELL HOLDINGS, INC. 401(K) PLAN | 401(k) | $31.8M | 679 | 2025 |
| #003 | WEALTHWISE 401(K) PLAN | 401(k) | $22.0M | 748 | 2025 |
| #010 | GATEWAY 401(K) | 401(k) | $21.2M | 1,058 | 2025 |
| #002 | VESTWELL DSP PEP | 401(k) | $3.0M | 934 | 2025 |
- #001 · 401(k) · 2025679
- WEALTHWISE 401(K) PLAN$22.0M#003 · 401(k) · 2025748
- GATEWAY 401(K)$21.2M#010 · 401(k) · 20251,058
- VESTWELL DSP PEP$3.0M#002 · 401(k) · 2025934
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | VESTWELL HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $742K | 476 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025476
Retirement plans
Health & Benefits plans