How big is Living Well Foundation's plan?

Living Well Foundation's plan reported $693K in assets and 4 participants for 2024.

Original filing (PDF)20251003093721NAL0003046514001

Living Well Foundation

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

Form 5500-SF

FILING_RECEIVED

Living Well Foundation 403(b) Savings Plan

403(b) retirement plan · Living Well Foundation's Living Well Foundation 403(b) Savings Plan held $693K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$693K

Net assets (EOY)

$693K

Plan identifiers

Living Well Foundation's EIN is 20-5357902.

EIN 20-5357902

Plan number 001

Plan year 2024

ACK ID 20251003093721NAL0003046514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Living Well Foundation's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts.

Decision-maker contacts

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

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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