How big is Cardinal Wellness Services, PC's plan?

Cardinal Wellness Services, PC's plan reported $1.4M in assets and 20 participants for 2024.

Original filing (PDF)20251015103057NAL0009085074001

Cardinal Wellness Services, PC

Name: Cardinal Wellness Services, PC — Cardinal Wellness, Form 5500 (2024)
Creator: Cardinal Wellness Services, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardinal Wellness Services, PC 401(k) Plan

401(k) retirement plan · Cardinal Wellness Services, PC's Cardinal Wellness Services, PC 401(k) Plan held $1.4M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jacob Roberts signed Cardinal Wellness Services, PC's 2024 Form 5500 as plan administrator.

Jacob Roberts — 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

Cardinal Wellness Services, PC's EIN is 45-2089102.

EIN 45-2089102

Plan number 001

Plan year 2024

ACK ID 20251015103057NAL0009085074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cardinal Wellness Services, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Wellness Services, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off