How big is Southwellness, LLC's plan?

Southwellness, LLC's plan reported $433K in assets and 8 participants for 2024.

Original filing (PDF)20250721095545NAL0002697938001

Southwellness, LLC

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

Form 5500-SF

FILING_RECEIVED

Southwellness, LLC 401(k) Plan

401(k) retirement plan · Southwellness, LLC's Southwellness, LLC 401(k) Plan held $433K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$433K

Net assets (EOY)

$433K

People on this filing

Marcus Bowie signed Southwellness, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Southwellness, LLC's EIN is 46-5094255.

EIN 46-5094255

Plan number 001

Plan year 2024

ACK ID 20250721095545NAL0002697938001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwellness, 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 SOUTHWELLNESS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SOUTHWELLNESS, LLC

EIN

all filings

Address

10599 NORTH TATUM BOULEVARD #F151 · PARADISE VALLEY, AZ · 85253

Phone

(480) 991-9271

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator