· 2022–2024 · DOL EFAST2

Whole Family Healthcare, PA — Whole Family, Form 5500 (2024)

Original filing (PDF)20250512120551NAL0011377027001

Whole Family Healthcare, PA

Form 5500-SF

FILING_RECEIVED

Whole Family Healthcare 401 K Plan

401(k) retirement plan · Whole Family Healthcare, PA's Whole Family Healthcare 401 K Plan held $245K in plan assets for 19 participants in 2024.

Active participants

19

Accounts w/ balance

8

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

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

49

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLE FAMILY HEALTHCARE, PA.

Plan sponsor

Name

WHOLE FAMILY HEALTHCARE, PA

EIN

Address

1201 LOUISIANA AVE, SUITE E · WINTER PARK, FL · 32789

Phone

(407) 644-2990

Industry

Health Care & Social Assistance

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

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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