How big is Workplace Vitality Inc.'s plan?

Workplace Vitality Inc.'s plan reported $220K in assets and 14 participants for 2024.

Original filing (PDF)20251013073112NAL0002078130001

Workplace Vitality Inc.

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

Form 5500-SF

FILING_RECEIVED

Workplace Vitality 401(k) Savings Plan

401(k) retirement plan · Workplace Vitality Inc.'s Workplace Vitality 401(k) Savings Plan held $220K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$220K

Net assets (EOY)

$220K

People on this filing

Betsy Strom signed Workplace Vitality Inc.'s 2024 Form 5500 as plan administrator.

Betsy Strom — 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

Workplace Vitality Inc.'s EIN is 26-0686004.

EIN 26-0686004

Plan number 001

Plan year 2024

ACK ID 20251013073112NAL0002078130001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Workplace Vitality Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

WORKPLACE VITALITY INC.

EIN

all filings

Address

3517 THOMAS DRIVE, SUITE 8 · LAKEVILLE, NY · 14480

Phone

(585) 568-8340

Industry

Health Care & Social Assistance

Plan administrator