How big is Living Well Therapy, LLC's plan?

Living Well Therapy, LLC's plan reported $812K in assets and 1 participants for 2024.

Original filing (PDF)20250908135827NAL0019369073001

Living Well Therapy, LLC

Name: Living Well Therapy, LLC — Living Well Therapy, P.C., Form 5500 (2024)
Creator: Living Well Therapy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Living Well Therapy, P.C. 401(k) Plan

401(k) retirement plan · Living Well Therapy, LLC's Living Well Therapy, P.C. 401(k) Plan held $812K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$812K

Net assets (EOY)

$812K

People on this filing

Michael Vanderford signed Living Well Therapy, LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Living Well Therapy, LLC's EIN is 20-2269986.

EIN 20-2269986

Plan number 001

Plan year 2024

ACK ID 20250908135827NAL0019369073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Living Well Therapy, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Living Well Therapy, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIVING WELL THERAPY, LLC.

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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 (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

LIVING WELL THERAPY, LLC

EIN

all filings

Address

497 SW CENTURY DRIVE · SUITE 105 · BEND, OR · 97702

Phone

(541) 312-2004

Industry

Health Care & Social Assistance

Plan administrator