Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELLNESS PHARMACY, INC.
EIN 95-4832318health, wellness and fitnessLatest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
26
10410 LOWER AZUSA ROAD, STE 102 - EL MONTE, CA 91731626-448-7659wellness-therapy.comLinkedIn1-10 employeeshealth, wellness and fitness
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 26 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
WELLNESS PHARMACY, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.9M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WELLNESS PHARMACY, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$120K
Participants13
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 | WELLNESS PHARMACY, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.9M | 13 | 2024 | |
| 002 | WELLNESS PHARMACY, INC. PROFIT SHARING PLAN | ProfitSharing | $120K | 13 | 2024 |
Retirement plans