How big is Controlled Wellness LLC's plan?

Controlled Wellness LLC's plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20251006214848NAL0010029970001

Controlled Wellness LLC

Name: Controlled Wellness LLC — Controlled Wellness LLC, Form 5500 (2024)
Creator: Controlled Wellness LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Controlled Wellness LLC Cash Balance Plan

Defined-benefit pension plan · Controlled Wellness LLC's Controlled Wellness LLC Cash Balance Plan held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Controlled Wellness LLC's EIN is 26-2398661.

EIN 26-2398661

Plan number 001

Plan year 2024

ACK ID 20251006214848NAL0010029970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Controlled Wellness LLC's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONTROLLED 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off