Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FAMILY WELLNESS PC
EIN 80-0829021Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$843K assets
Welfare
0
Participants
7
31 E FORNANCE STREET - NORRISTOWN, PA 19401267-408-5288thefamilywellnesscenter.comLinkedIn1-10 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $843K assets / 7 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
FAMILY WELLNESS PC CASH BALANCE PLAN
CashBalance
Assets$630K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FAMILY WELLNESS PC 401(K) PLAN
401k
Assets$214K
Participants4
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 | FAMILY WELLNESS PC CASH BALANCE PLAN | CashBalance | $630K | 3 | 2024 | |
| 001 | FAMILY WELLNESS PC 401(K) PLAN | 401k | $214K | 4 | 2024 |
Retirement plans