Original filing (PDF)20250722111638NAL0006712674001

TMA @ YOUR SERVICE, LLC.

Name: TMA @ YOUR SERVICE, LLC. — WELLWORKS FOR YOU 401(K) PLAN, Form 5500 (2024)
Creator: TMA @ YOUR SERVICE, LLC.

Form 5500-SF

FILING_RECEIVED

WELLWORKS FOR YOU 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TMA @ YOUR SERVICE, LLC..

Plan sponsor

Name

TMA @ YOUR SERVICE, LLC.

DBA

WELLWORKS FOR YOU

EIN

26-3082277

Address

70 E. LANCASTER AVE · FRAZER, PA · 19355

Phone

(800) 425-4657

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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