How big is Willamette Valley Wellness LLC's plan?

Willamette Valley Wellness LLC's plan reported $720K in assets and 13 participants for 2024.

Original filing (PDF)20250923111315NAL0014620514001

Willamette Valley Wellness LLC

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

Form 5500-SF

FILING_RECEIVED

Willamette Valley Wellness 401(k) Plan

Defined-contribution retirement plan · Willamette Valley Wellness LLC's Willamette Valley Wellness 401(k) Plan held $720K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

People on this filing

Joshua Wolfram signed Willamette Valley Wellness LLC's 2024 Form 5500 as plan administrator.

Joshua Wolfram — 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

Willamette Valley Wellness LLC's EIN is 45-3305273.

EIN 45-3305273

Plan number 001

Plan year 2024

ACK ID 20250923111315NAL0014620514001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Willamette Valley Wellness LLC's plan includes profit-sharing, 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 WILLAMETTE VALLEY WELLNESS 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