Original filing (PDF)20230810091122NAL0028847185001

BIRMINGHAM FAMILY WELLNESS

Name: BIRMINGHAM FAMILY WELLNESS — BIRMINGHAM FAMILY WELLNESS RETIREMENT TRUST, Form 5500 (2022)
Creator: BIRMINGHAM FAMILY WELLNESS

Form 5500-SF

FILING_RECEIVED

BIRMINGHAM FAMILY WELLNESS RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BIRMINGHAM FAMILY WELLNESS.

Plan sponsor

Name

BIRMINGHAM FAMILY WELLNESS

EIN

03-0498276all filings

Address

652 LOMB AVE SW · BIRMINGHAM, AL · 35211

Phone

(205) 783-9877

Industry