Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRO10 WELLNESS
EIN 84-3500712Other Services (except Public Administration)Latest filing 2024
Plans
2
Retirement
2
$241K assets
Welfare
0
Participants
23
7875 HIGHLANDS VILLAGE PLACE, B104 - SAN DIEGO, CA 92129303-483-5547
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $241K assets / 23 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#001
PRO10 WELLNESS RETIREMENT PLAN
ProfitSharing
Assets$231K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PRO 10 WELLNESS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$10K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRO10 WELLNESS RETIREMENT PLAN | ProfitSharing | $231K | 2 | 2024 | |
| 002 | PRO 10 WELLNESS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $10K | 21 | 2024 |
Retirement plans