How big is Wellness Financial Advisors, LLC's plan?

Wellness Financial Advisors, LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250610080831NAL0024335968001

Wellness Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Wellness Financial Advisors 401(k) Plan

401(k) retirement plan · Wellness Financial Advisors, LLC's Wellness Financial Advisors 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Wellness Financial Advisors, LLC's EIN is 27-4473721.

EIN 27-4473721

Plan number 001

Plan year 2024

ACK ID 20250610080831NAL0024335968001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellness Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLNESS FINANCIAL ADVISORS, 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