How big is Wellness Works, Inc.'s plan?

Wellness Works, Inc.'s plan reported $2.6M in assets and 40 participants for 2024.

Original filing (PDF)20250710075219NAL0005323009004

Wellness Works, Inc.

Name: Wellness Works, Inc. — Wellness Works, Inc. 401(k), Form 5500 (2024)
Creator: Wellness Works, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellness Works, Inc. 401(k) Plan

401(k) retirement plan · Wellness Works, Inc.'s Wellness Works, Inc. 401(k) Plan held $2.6M in plan assets for 40 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Deborah MALM signed Wellness Works, Inc.'s 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Wellness Works, Inc.'s EIN is 20-5934462.

EIN 20-5934462

Plan number 001

Plan year 2024

ACK ID 20250710075219NAL0005323009004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellness Works, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellness Works, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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