Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
7E WELLNESS
EIN 30-0486846health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
18
1345 ENCINITAS BLVD, # 538 - ENCINITAS, CA 92024858-657-92267ewellness.comLinkedIn11-50 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 18 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#002
7E WELLNESS CASH BALANCE PLAN
CashBalance
Assets$954K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
7E WELLNESS 401(K) PROFIT SHARING PLAN
401k
Assets$947K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 7E WELLNESS CASH BALANCE PLAN | CashBalance | $954K | 9 | 2024 | |
| 001 | 7E WELLNESS 401(K) PROFIT SHARING PLAN | 401k | $947K | 9 | 2024 |
Retirement plans