· 2022–2024 · DOL EFAST2

TOTAL HEALTH & WELLNESS OBGYN — TOTAL HEALTH & WELLNESS OBGYN 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250619080714NAL0001721635001

TOTAL HEALTH & WELLNESS OBGYN

Form 5500-SF

FILING_RECEIVED

TOTAL HEALTH & WELLNESS OBGYN 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

9

Accounts w/ balance

2

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

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

58

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

TOTAL HEALTH & WELLNESS OBGYN

EIN

46-3365860

Address

4000 MIAMISBURG CENTERVILLE RD STE · MIAMISBURG, OH · 453423674

Phone

(937) 384-8780

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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