Assets by plan
Share of aggregate retirement assets
Filings through .
Wellness by Design, PLLC
EIN 81-0651999Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$4.2M assets
Health & Benefits
1
Participants
47
812 EAST HIGH STREET - LEXINGTON, KY 40502859-266-5483
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $4.2M assets / 37 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
WELLNESS BY DESIGN, PLLC CASH BALANCE PLAN
Cash balance
Assets$2.2M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
WELLNESS BY DESIGN, PLLC 401(K) SAVINGS PLAN
401(k)
Assets$1.9M
Participants21
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
BE MEDISPA CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WELLNESS BY DESIGN, PLLC CASH BALANCE PLAN | Cash balance | $2.2M | 16 | 2025 |
| #001 | WELLNESS BY DESIGN, PLLC 401(K) SAVINGS PLAN | 401(k) | $1.9M | 21 | 2025 |
- #002 · Cash balance · 202516
- #001 · 401(k) · 202521
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | BE MEDISPA CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans