How big is Personalized Wellness Internal's plan?

Personalized Wellness Internal's plan reported $513K in assets and 5 participants for 2024.

Original filing (PDF)20250712155547NAL0004914163001

Personalized Wellness Internal

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

Form 5500-SF

FILING_RECEIVED

Personalized Wellness Internal 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Personalized Wellness Internal's Personalized Wellness Internal 401(k) Profit Sharing Plan & Trust held $513K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

People on this filing

Jose George signed Personalized Wellness Internal's 2024 Form 5500 as plan administrator.

Jose George — 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

Personalized Wellness Internal's EIN is 46-1949937.

EIN 46-1949937

Plan number 001

Plan year 2024

ACK ID 20250712155547NAL0004914163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Personalized Wellness Internal'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 PERSONALIZED WELLNESS INTERNAL.

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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