Filings through Oct 24, 2026.

Garten Wellbeing, PBC 401(k) Plan

Name: GARTEN WELLBEING, PBC - GARTEN WELLBEING, PBC 401(K) PLAN (2024) Form 5500
Creator: GARTEN WELLBEING, PBC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GARTEN WELLBEING, PBC 401(K) PLAN, GARTEN WELLBEING, PBC

Garten Wellbeing, PBCEIN 45-3577136Plan #001PY 2024

4420 FAIRFAX DRIVE, SUITE 102 - ARLINGTON, VA 22203559-709-7661

How to read this page

Prospect flags

3 of 17 flags tripped on the 2024 filing.

How flags work

Compliance
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Schedule H, line 4a
Informational
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Lines 6a and 6g
Informational
Recently cancelled plan
Plan reported a final filing / termination within the last year.
Part I, line B

Total assets (EOY)

-100.0% from 2023

Total participants

-100.0% from 2023

Average account balance

-100.0% from 2023

Annual return

15.26%

-3.69 pp from 2023

Benchmarks

This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.

Peer benchmarks

We rank each metric against plans of the same size, type and industry.

Schedule H, Parts I and II See about 14,147 peers

Industry: 72 - Accommodation and Food Services
Plan type: Defined contribution
Participants: <25
Cohort: 14,147 peers
Snapshot: 2024

MetricThis planAmong peersPercentile

Annual return

Percentile

Average balance

Percentile

Participation rate

Percentile

Employer contribution per participant

Percentile

Employee contribution per participant

Percentile

Administrative expense per participant

Percentile

Middle 50% of peersPeer medianThis plan

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Percentile for each metric
Middle 50% of peers
Peer median
This plan's value next to its peers

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Plan history

Showing the 2024 filing, 1 of 9 years on record. Charts need 3 years.

2024 filing

Total assets (EOY): $0
Participants: 0
Contributions: $113,079
Annual return: 15.26%

2023 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

2022 filing

Total assets (EOY): Dollar amount available on Pro
Participants: Count available on Pro
Contributions: Dollar amount available on Pro
Annual return: Percentage available on Pro

Older filings: assets, participants, contributions and return for each year are on Pro.

8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.

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Assets, participants and contributions by year
Annual return by year
Year-over-year charts

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Expense breakdown

$71K in admin expenses.

Schedule H, line 2i

Contract admin$71K (100%)

Admin expense ratio

Admin expenses as % of EOY assets; fund fees not included

Categories reported

1 / 9

subdivided buckets used

Providers

This section shows who is paid to serve the plan, who audits it and who signs the filing.

Service providers

Top 6 by compensation.

Schedule C

Provider	Service type	Compensation
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees	Recordkeeping Fees	$29,145
PLAN DESIGN CONSULTANTS, INC.4 years Filed as: PLAN DESIGN CONSULTANTS INC. Service code 13 3451 VIA MONTEBELLO STE 192-108 · CARLSBAD, CA 92009 Contract Administrator	Contract Administrator	$23,544
OSAIC WEALTH INC1 year Filed as: OSAQIC FA INC Service code 27 1300 S CLINTON ST IH-50 · FORT WAYNE, IN 46802 Advisory (Plan)	Advisory (Plan)	$12,610
NUKK-FREEMAN & CERRA PC1 year Service code 27 171 E RIDGEWOOD AVE · RIDGEWOOD, NJ 07450 Advisory (Plan)	Advisory (Plan)	$4,490
PLAN DESIGN CONSULTANTS, INC.5 years Filed as: PLAN DESIGN CONSULTANTS Service code 13 Contract Administrator	Contract Administrator	$2,101
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management	Investment Management	$1,557

Audit opinion

Schedule H, Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor: APRIO LLP
Auditor EIN: 57-1157523
Audit fees: Not reported separately
Opinion code: Unqualified

Plan design

Plan features from the filing, actuarial disclosures and related pages.

Plan features

9 feature codes on the 2024 filing.

Line 8a

Plan feature codes2A2E2F2G2J2K2T3D3H

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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Provider

Compensation

EMPOWER ADVISORY GROUP, LLC3 years

Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$29,145

PLAN DESIGN CONSULTANTS, INC.4 years

Filed as: PLAN DESIGN CONSULTANTS INC.

Service code 13

3451 VIA MONTEBELLO STE 192-108 · CARLSBAD, CA 92009

Contract Administrator

$23,544

OSAIC WEALTH INC1 year

Filed as: OSAQIC FA INC

Service code 27

1300 S CLINTON ST IH-50 · FORT WAYNE, IN 46802

Advisory (Plan)

$12,610

NUKK-FREEMAN & CERRA PC1 year

Service code 27

171 E RIDGEWOOD AVE · RIDGEWOOD, NJ 07450

Advisory (Plan)

$4,490

PLAN DESIGN CONSULTANTS, INC.5 years

Filed as: PLAN DESIGN CONSULTANTS

Service code 13

Contract Administrator

$2,101

EMPOWER ADVISORY GROUP, LLC3 years

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$1,557

Garten Wellbeing, PBC 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Providers

Service providers

Audit opinion

Plan design

Plan features

Garten Wellbeing, PBC 401(k) Plan

Prospect flags

Benchmarks

Peer benchmarks

Plan history

Expense breakdown

Providers

Service providers

Audit opinion

5500 filings

Plan design

Plan features

5500 filings

Garten Wellbeing, PBC 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Providers

Service providersi

Audit opinioni

Plan design

Plan features

Garten Wellbeing, PBC 401(k) Plan

Prospect flagsi

Summary metrics

Benchmarks

Peer benchmarksi

Plan history

Expense breakdowni

Providers

Service providersi

Audit opinioni

5500 filings

Plan design

Plan features

5500 filings

Prospect flags

Peer benchmarks

Expense breakdown

Service providers

Audit opinion

Prospect flags

Peer benchmarks

Expense breakdown

Service providers

Audit opinion