Filings through .
Sponsor portfolio
Formula Wellness Management, LLC
EIN 81-5385665Health Care and Social AssistanceLatest filing 2025
Plans
1
Retirement
1
$331K assets
Welfare
0
Participants
79
4144 NORTH CENTRAL EXPRESSWAY - DALLAS, TX 75204817-773-4533
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORMULA WELLNESS MANAGEMENT 401(K) PLAN | 401(k) | $331K | 79 | 2025 |
Retirement plans