Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BE MEDISPA
EIN 81-0651999Latest filing 2025
Plans
3
Retirement
2
$3.3M assets
Welfare
1
Participants
48
812 E HIGH ST - LEXINGTON, KY 40502859-266-5483
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 38 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
WELLNESS BY DESIGN, PLLC CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WELLNESS BY DESIGN, PLLC 401(K) SAVINGS PLAN
401k
Assets$1.4M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BE MEDISPA CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WELLNESS BY DESIGN, PLLC CASH BALANCE PLAN | CashBalance | $1.9M | 13 | 2024 | |
| 001 | WELLNESS BY DESIGN, PLLC 401(K) SAVINGS PLAN | 401k | $1.4M | 25 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BE MEDISPA CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans