How big is Controlled Wellness LLC's plan?

Controlled Wellness LLC's plan reported $375K in assets and 14 participants for 2025.

Original filing (PDF)20260518072113NAL0011256721001

Controlled Wellness LLC

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

Form 5500-SF

FILING_RECEIVED

Controlled Wellness LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Controlled Wellness LLC's Controlled Wellness LLC 401(k) Profit Sharing Plan held $375K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

Sean Toney signed Controlled Wellness LLC's 2025 Form 5500 as plan administrator.

Sean Toney — 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

Controlled Wellness LLC's EIN is 26-2398661.

EIN 26-2398661

Plan number 002

Plan year 2025

ACK ID 20260518072113NAL0011256721001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Controlled 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 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score