What public Form 5500 filings show about the Formula Wellness Management, LLC 401(k) plan — and how to find and check your own account.
Formula Wellness Management, LLC (EIN 81-5385665) reports FORMULA WELLNESS MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $72K in plan assets across 46 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Formula Wellness Management, LLC filing — schedules, fees, and providers.
Formula Wellness Management, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Formula Wellness Management, LLCHR for the recordkeeper’s name and login.
