How big is Wellogy LLC's plan?

Wellogy LLC's plan reported $2.5M in assets and 33 participants for 2024.

Original filing (PDF)20250527140033NAL0010659584001

Wellogy LLC

Name: Wellogy LLC — Wellogy LLC 401(k) Plan, Form 5500 (2024)
Creator: Wellogy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellogy LLC 401(k) Plan

401(k) retirement plan · Wellogy LLC's Wellogy LLC 401(k) Plan held $2.5M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Matt Canterna signed Wellogy LLC's 2024 Form 5500 as plan administrator.

Matt Canterna — 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

Wellogy LLC's EIN is 31-1436468.

EIN 31-1436468

Plan number 001

Plan year 2024

ACK ID 20250527140033NAL0010659584001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellogy LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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

Plan sponsor

Name

WELLOGY LLC

EIN

all filings

Address

6767 LONGSHORE ST · SUITE 540 · DUBLIN, OH · 43017

Phone

(614) 785-0505

Industry

Other Services (ex. Public Admin)

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

2025-05-27

Pension benefit codes

2A · Age/service weighted or new comparability

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

Service providers (Schedule C)

Small plans don't disclose service providers

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