Original filing (PDF)20240920105835NAL0007365345001

National Wellness Institute

Name: National Wellness Institute — National Wellness, Form 5500 (2023)
Creator: National Wellness Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

National Wellness Institute Multiple Employer 401(k) Plan

401(k) retirement plan · National Wellness Institute's National Wellness Institute Multiple Employer 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Trina Laube signed National Wellness Institute's 2023 Form 5500 as plan administrator.

Trina Laube — 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

National Wellness Institute's EIN is 39-1609532.

EIN 39-1609532

Plan number 001

Plan year 2023

ACK ID 20240920105835NAL0007365345001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for National Wellness Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

National Wellness Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score