Original filing (PDF)20250923111315NAL0014620514001

WILLAMETTE VALLEY WELLNESS LLC

Name: WILLAMETTE VALLEY WELLNESS LLC — WILLAMETTE VALLEY WELLNESS 401(K) PLAN, Form 5500 (2024)
Creator: WILLAMETTE VALLEY WELLNESS LLC

Form 5500-SF

FILING_RECEIVED

WILLAMETTE VALLEY WELLNESS 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$720K

Net assets (EOY)

$720K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLAMETTE VALLEY WELLNESS LLC.

Plan sponsor

Name

WILLAMETTE VALLEY WELLNESS LLC

EIN

45-3305273

Address

4356 COMMERCIAL STREET SE · SALEM, OR · 97302

Phone

(503) 689-1216

Industry

Health Care & Social Assistancesee all

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

2025-09-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

LABOUNTY FAMILY CHIROPRACTIC, INC

LABOUNTY FAMILY CHIROPRACTIC, INC. 401(K) PLAN

$721K · 9 participants

VELO SPORTS REHAB CORP

VELO SPORTS REHAB CORP 401(K) P/S PLAN

$719K · 5 participants

MURFREESBORO CHIROPRACTIC

MURFREESBORO CHIROPRACTIC CLINIC 401K

$721K · 3 participants

TRUE WORDS LIMITED

DANIEL KALISH, LLC 401(K) PROFIT SHARING PLAN

$718K · 1 participants

RALPH MANFREDI, D.C

RALPH MANFREDI, D.C. DEFINED CONTRIBUTION PLAN