Retirement plan

WELL BALANCED HEALTHCARE LLC 401(K) PLAN

Name: WELL BALANCED HEALTHCARE LLC - WELL BALANCED HEALTHCARE LLC 401(K) PLAN (2025) Form 5500
Creator: WELL BALANCED HEALTHCARE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WELL BALANCED HEALTHCARE LLC 401(K) PLAN, WELL BALANCED HEALTHCARE LLC

WELL BALANCED HEALTHCARE LLCEIN 84-5081088Plan #001PY 2025

6440 W. NEWBERRY ROAD, SUITE 409 - GAINESVILLE, FL 326054370352-333-6161wellbalancedhealthcare.comLinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$113K

+159.3% from 2024

Total participants

0.0% from 2024

Average account balance

$11,347

+159.3% from 2024

Annual return

22.50%

+12.29 pp from 2024

Benchmarks

See 79,137 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort79,137 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$113K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$11K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+22.50%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$687

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$687 / participant

Other / not subdivided$7K100.0%

% of EOY assets

6.056%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,347

$172,111-93.4%

$150,298-92.5%

$137,256-91.7%

Participation rate

100.0%

81.7%+18.3pp

77.8%+22.2pp

80.0%+20.0pp

Annual return

22.50%

69.37%-46.9pp

62.79%-40.3pp

220.34%-197.8pp

Employer contribution / active EE

$2,211

$4,636-52.3%

$4,154-46.8%

$4,156-46.8%

Participant deferral / active EE

$4,360

$6,166-29.3%

$5,453-20.0%

$6,407-32.0%

Admin fee / account holder

$687

$16,471-95.8%

$14,116-95.1%

$12,270-94.4%

WELL BALANCED HEALTHCARE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WELL BALANCED HEALTHCARE LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion