VESTWELL
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Vestwell at a glance
Vestwell appears on 64 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $414M in assets for 25,870 participants. The median client plan holds $2.7M. Most client plans are sponsored in CA, NY and TX. The largest clients by plan assets are Special Service for Groups, Inc., Armhr, LLC and The Employer Group, Inc.. Plans reported $1.7M in direct and indirect compensation paid to Vestwell, a median of $20K per plan.
- Participants
- 25,870
- Median plan assets
- $2.7M
- Median plan participants
- 189
- Median fees per plan
- $20K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Special Service for Groups, Inc. | CA | $74.7M | 2,138 |
| Armhr, LLC | NY | $45.8M | 2,637 |
| The Employer Group, Inc. | WI | $30.9M | 814 |
| Vestwell Holdings, Inc. | NY | $23.8M | 570 |
| Neuronetics, Inc. | PA | $20.9M | 277 |
| Rego Consulting Corporation | UT | $19.4M | 161 |
| Total Expert, Inc. | MN | $18.0M | 377 |
| Blue SKY Innovators, Inc. | VA | $15.7M | 169 |
| Genesis Research LLC | NJ | $14.7M | 176 |
| Praetorian Group, Inc. | TX | $11.8M | 188 |
| Jones Knowles Ritchie, Inc. | NY | $9.9M | 180 |
| Anthesis LLC | CO | $8.3M | 193 |
| Nebraska Organ Recovery System D/B/a Live on Nebraska | NE | $7.9M | 105 |
| Toolsgroup, Inc. | MA | $7.8M | 109 |
| Ambrosia QSR Support Center, LLC | WA | $7.4M | 2,514 |
| Trendyminds, LLC | IN | $7.0M | 154 |
| Onebrief, Inc. | HI | $6.6M | 269 |
| Jewish Community Board of Akron, Inc. | OH | $5.8M | 191 |
| North Atlantic Imports, LLC | UT | $4.9M | 421 |
| Q'Apel Medical Inc. | CA | $4.8M | 122 |
| Infinitum Electric Inc. | TX | $4.5M | 146 |
| Mark A. O'Neal & Associates, Inc. | LA | $4.4M | 132 |
| Medbridge Development Company LP | CA | $4.3M | 159 |
| Accredited Home Elevator, Inc. | NJ | $4.2M | 129 |
| Pools on the Gulf Holdings, LLC. Dba Blue Haven Pools on the Gulf | AL | $4.0M | 98 |
Top client states
- CA17 plans
- NY7 plans
- TX5 plans
- FL4 plans
- CO3 plans
Frequently asked questions
- Who uses Vestwell?
- 64 retirement plans list Vestwell as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Special Service for Groups, Inc., Armhr, LLC, The Employer Group, Inc., Vestwell Holdings, Inc. and Neuronetics, Inc.. Most client plans are sponsored in CA, NY and TX.
- How many plans does Vestwell serve?
- Vestwell serves 64 retirement plans with $414M in plan assets and 25,870 participants, based on the latest Form 5500 filings through 2024.
- What does Vestwell charge?
- Plans reported $1.7M in total Schedule C compensation paid to Vestwell. The median plan paid $20K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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