PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WELLNESS, INC.
Sponsor portfolio

WELLNESS, INC.

EIN 45-4417912-telecommunications-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
19
5797 MEADOW POND CT. - SUMMERFIELD, NC 27358336-643-3472thewellnesskey.comLinkedIn1-10 employeestelecommunications
Plans on this EIN
2 filings
#002CashBalance-$1.1M - 7 part#001401k-$879K - 12 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 19 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CASH BALANCE PLAN (#002)55%
  • INC. 401K PLAN (#001)45%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)12
  • CASH BALANCE PLAN (#002)7
Total 19Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELLNESS, INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WELLNESS INC. 401K PLAN

401k

Assets$879K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WELLNESS, INC. CASH BALANCE PLANCashBalance$1.1M72024
001WELLNESS INC. 401K PLAN401k$879K122024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica