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Sponsor portfolio

ELITE WELLNESS PA

EIN 46-1758502-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$856K assets
Welfare
0
Participants
6
9 BUENA VISTA WAY STE B - GREENVILLE, SC 296156621864-990-1825
Plans on this EIN
2 filings
#001401k-$802K - 3 part#002CashBalance-$54K - 3 part

Retirement portfolio analytics

2 plans aggregated / $856K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PLAN AND TRUST (#001)94%
  • CASH BALANCE PLAN (#002)6%
Total $856KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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#001

ELITE WELLNESS PA 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$802K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELITE WELLNESS PA CASH BALANCE PLAN

CashBalance

Assets$54K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELITE WELLNESS PA 401(K) PROFIT SHARING PLAN AND TRUST401k$802K32025
002ELITE WELLNESS PA CASH BALANCE PLANCashBalance$54K32025
Retirement plans
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