· 2022–2024 · DOL EFAST2

Russell Total Wealth and Wellness — Russell Legends, Form 5500 (2025)

Original filing (PDF)20260630155201NAL0012920209001

Russell Total Wealth and Wellness

Form 5500-SF

FILING_RECEIVED

Russell Legends 401(k) Plan

401(k) retirement plan · Russell Total Wealth and Wellness' Russell Legends 401(k) Plan held $256K in plan assets for 21 participants in 2025.

Active participants

21

Accounts w/ balance

22

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

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

66

Vendor & structure

100

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 RUSSELL TOTAL WEALTH AND WELLNESS.

Plan sponsor

Name

RUSSELL TOTAL WEALTH AND WELLNESS

EIN

31-1241661all filings

Address

1 RUSSELL PLACE · OAKWOOD, OH · 45409

Phone

(937) 320-4733

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Boeckman Investments

Boeckman Investments 401(k) Plan

$256K · 2 participants

HUKL Investments, Inc.

HUKL Investments, Inc. 401(k) Plan

$256K · 76 participants

HUKL Investments, Inc.

HUKL Investments, Inc. 401(k) Plan

$256K · 76 participants

Backbone Planning Partners LLC

Backbone Planning Partners LLC 401(k) Plan

$256K · 4 participants

Core Wealth Advisory

Core Wealth Advisory 401(k) Profit Sharing Plan

$255K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.