How big is IA Wellness, LLC's plan?

IA Wellness, LLC's plan reported $268K in assets and 6 participants for 2024.

Original filing (PDF)20251009211528NAL0007102625001

IA Wellness, LLC

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

Form 5500-SF

FILING_RECEIVED

IA Wellness 401(k) Plan

401(k) retirement plan · IA Wellness, LLC's IA Wellness 401(k) Plan held $268K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

People on this filing

Sloan Simpson signed IA Wellness, LLC's 2024 Form 5500 as plan administrator.

Sloan Simpson — 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

IA Wellness, LLC's EIN is 45-3514943.

EIN 45-3514943

Plan number 004

Plan year 2024

ACK ID 20251009211528NAL0007102625001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

IA Wellness, LLC'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 IA 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