PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ASSURED WELLNESS, LLC
Sponsor portfolio

ASSURED WELLNESS, LLC

EIN 83-1394210-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$567K assets
Welfare
0
Participants
37
468 TOWER ST - ST. PAUL, MN 55119571-232-9045
Plans on this EIN
2 filings
#002CashBalance-$422K - 11 part#001401k-$145K - 26 part

Retirement portfolio analytics

2 plans aggregated / $567K assets / 37 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • CASH BALANCE PLAN (#002)74%
  • ASSURED WELLNESS 401K (#001)26%
Total $567KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSURED WELLNESS 401K (#001)26
  • CASH BALANCE PLAN (#002)11
Total 37Click 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

ASSURED WELLNESS, LLC CASH BALANCE PLAN

CashBalance

Assets$422K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ASSURED WELLNESS 401K

401k

Assets$145K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASSURED WELLNESS, LLC CASH BALANCE PLANCashBalance$422K112024
001ASSURED WELLNESS 401K401k$145K262024
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