POTTSTOWN AREA HEALTH & WELLNESS FOUNDATION 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score
91
/ 100
Grade A
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
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POTTSTOWN AREA HEALTH & WELLNESS FOUNDATION.
Plan sponsor
Name
POTTSTOWN AREA HEALTH & WELLNESS FOUNDATION
EIN
23-2344729
Address
152 EAST HIGH STREET · SUITE 500 · POTTSTOWN, PA · 19464
