PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MDM WELLNESS INC
Sponsor portfolio

MDM WELLNESS INC

EIN 82-3562682-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
3
$368K assets
Welfare
0
Participants
17
282 SOUTH MAIN STREET, SUITE A - ALPHARETTA, GA 30009478-232-2435
Plans on this EIN
3 filings
#002CashBalance-$205K - 5 part#001401k-$156K - 6 part#003ProfitSharing-$7K - 6 part

Retirement portfolio analytics

3 plans aggregated / $368K assets / 17 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • CASH BALANCE PENSION (#002)56%
  • WELLNESS, INC. 401(K) (#001)42%
  • INC RETIREMENT PLAN (#003)2%
Total $368KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WELLNESS, INC. 401(K) (#001)6
  • INC RETIREMENT PLAN (#003)6
  • CASH BALANCE PENSION (#002)5
Total 17Click 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#002

MDM WELLNESS INC CASH BALANCE PENSION PLAN

CashBalance

Assets$205K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MDM WELLNESS, INC. 401(K) PLAN

401k

Assets$156K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MDM WELLNESS INC RETIREMENT PLAN

ProfitSharing

Assets$7K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002MDM WELLNESS INC CASH BALANCE PENSION PLANCashBalance$205K52025
001MDM WELLNESS, INC. 401(K) PLAN401k$156K62025
003MDM WELLNESS INC RETIREMENT PLANProfitSharing$7K62025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica