How big is Workwell Management, LLC's plan?

Workwell Management, LLC's plan reported $1.2M in assets and 46 participants for 2024.

Original filing (PDF)20250702053957NAL0032179906001

Workwell Management, LLC

Name: Workwell Management, LLC — Workwell Management, LLC, Form 5500 (2024)
Creator: Workwell Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Workwell Management, LLC 401(k) Plan

401(k) retirement plan · Workwell Management, LLC's Workwell Management, LLC 401(k) Plan held $1.2M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Workwell Management, LLC's EIN is 47-2795765.

EIN 47-2795765

Plan number 001

Plan year 2024

ACK ID 20250702053957NAL0032179906001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Workwell Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORKWELL MANAGEMENT, LLC.

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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