How big is White Coats Wellness DBA Welltal's plan?

White Coats Wellness DBA Welltal's plan reported $74K in assets and 12 participants for 2024.

Original filing (PDF)20250718054248NAL0001239249001

White Coats Wellness DBA Welltal

Name: White Coats Wellness DBA Welltal — Welltality 401(k), Form 5500 (2024)
Creator: White Coats Wellness DBA Welltal
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welltality 401(k) Plan

401(k) retirement plan · White Coats Wellness DBA Welltal's Welltality 401(k) Plan held $74K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$74K

Net assets (EOY)

$74K

People on this filing

David Grimm signed White Coats Wellness DBA Welltal's 2024 Form 5500 as plan administrator.

David Grimm — 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

White Coats Wellness DBA Welltal's EIN is 47-2055508.

EIN 47-2055508

Plan number 001

Plan year 2024

ACK ID 20250718054248NAL0001239249001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Coats Wellness DBA Welltal from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Coats Wellness DBA Welltal'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 WHITE COATS WELLNESS DBA WELLTAL.

Finding similar companies…

Plan health score

Above-average plan

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