Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CONTROLLED WELLNESS LLC
EIN 26-2398661Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
36
7415 SW PARKWAY, BLDG. 6, SUITE 500 #104 - AUSTIN, TX 78735512-413-1694
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CONTROLLED WELLNESS LLC CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CONTROLLED WELLNESS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$375K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONTROLLED WELLNESS LLC CASH BALANCE PLAN | CashBalance | $1.2M | 20 | 2025 | |
| 002 | CONTROLLED WELLNESS LLC 401(K) PROFIT SHARING PLAN | 401k | $375K | 16 | 2025 |
Retirement plans