How big is Williamsville Wellness, LLC's plan?

Williamsville Wellness, LLC's plan reported $831K in assets and 27 participants for 2025.

Original filing (PDF)20260213112654NAL0001438019001

Williamsville Wellness, LLC

Name: Williamsville Wellness, LLC — Williamsville, Form 5500 (2025)
Creator: Williamsville Wellness, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williamsville Wellness, LLC 401(k) Plan

401(k) retirement plan · Williamsville Wellness, LLC's Williamsville Wellness, LLC 401(k) Plan held $831K in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$831K

Net assets (EOY)

$831K

People on this filing

Wendi Newton signed Williamsville Wellness, LLC's 2025 Form 5500 as plan administrator.

Wendi Newton — 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

Williamsville Wellness, LLC's EIN is 20-8206435.

EIN 20-8206435

Plan number 001

Plan year 2025

ACK ID 20260213112654NAL0001438019001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Williamsville Wellness, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Williamsville Wellness, LLC'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 WILLIAMSVILLE WELLNESS, 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