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Original filing (PDF)20250806111911NAL0008212946001
WELLLIFE NETWORK INC.
Form 5500
FILING_RECEIVED
401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF WELLLIFE NETWORK INC.
Defined-contribution retirement plan
Signals · 3
Late filing · 26.7 mo100% in single holdingNo recordkeeper disclosed
Active participants
2,228
Accounts w/ balance
1,820
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 26.7 months past the 10.5-month grace window.
- Top holding "[DFE: SEPARATE ACCOUNT NUMBER HS1 (no filing on disk)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLLIFE NETWORK INC..
Plan sponsor
Name
WELLLIFE NETWORK INC.
EIN
11-2542430
Address
1985 MARCUS AVENUE, SUITE 100 · NEW HYDE PARK, NY · 11042
Phone
(718) 559-0573
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2021-07-01
Tax period
2022-06-30
Filed
2025-08-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $27K | — |
Investments
1 pooled fund· $25.1M(87% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER HS1 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $25.1M | 87.0% |