· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EVER WELL HEALTH SYSTEMS LLC — EVER WELL HEALTH SYSTEMS 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230717235617NAL0000146545001
EVER WELL HEALTH SYSTEMS LLC
Form 5500-SF
FILING_RECEIVED
EVER WELL HEALTH SYSTEMS 401(K) PLAN
401(k) retirement plan
Active participants
113
Accounts w/ balance
140
Plan assets (EOY)
$243K
Net assets (EOY)
$243K
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EVER WELL HEALTH SYSTEMS LLC
.
Find decision makers
Plan sponsor
Name
EVER WELL HEALTH SYSTEMS LLC
EIN
47-1329035
Address
310 JAMES WAY · SUITE 250 · PISMO BEACH, CA · 93449
Phone
(805) 242-0004
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-18
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
MITCHELL'S NURSING HOME, INC.
MITCHELL'S NURSING HOME 401(K) AND PROFIT SHARING PLAN
$243K · 63 participants
CHENEY GOLDEN AGE HOME, INC.
CHENEY GOLDEN AGE HOME, INC. 401(K) PLAN
$242K · 60 participants
GROVE MANOR NURSING HOME
GROVE MANOR NURSING HOME INC 401(K) PROFIT SHARING PLAN & TRUST
$242K
SUNRISE RESIDENTIAL CARE SERVICE
SUNRISE RESIDENTIAL CARES SERVICES 401K & PROFIT SHARING
$243K · 16 participants
FAIR HAVEN HOME
FAIR HAVEN HOME, INC. 401(K) P/S PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$242K · 15 participants
THE ARC OF COLUMBIA COUNTY, IN
403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF COLUMBIA COUNTY, INC.
$242K · 4 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
