How big is AZ Integrative Wellness and Spa's plan?

AZ Integrative Wellness and Spa's plan reported $947K in assets and 3 participants for 2024.

Original filing (PDF)20250526192105NAL0015184002001

AZ Integrative Wellness and Spa

Name: AZ Integrative Wellness and Spa — AZ Integrative, Form 5500 (2024)
Creator: AZ Integrative Wellness and Spa
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AZ Integrative Wellness & Spa 401(k) Plan

401(k) retirement plan · AZ Integrative Wellness and Spa's AZ Integrative Wellness & Spa 401(k) Plan held $947K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$947K

Net assets (EOY)

$947K

People on this filing

Jyoti Patel signed AZ Integrative Wellness and Spa's 2024 Form 5500 as plan administrator.

Jyoti Patel — 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

AZ Integrative Wellness and Spa's EIN is 20-3456765.

EIN 20-3456765

Plan number 001

Plan year 2024

ACK ID 20250526192105NAL0015184002001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AZ Integrative Wellness and Spa from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AZ Integrative Wellness and Spa's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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