How big is PA Options for Wellness' plan?

PA Options for Wellness' plan reported $1.3M in assets and 162 participants for 2024.

Original filing (PDF)20250908161423NAL0019626337001

PA Options for Wellness

Name: PA Options for Wellness — PA Options for Wellness, Form 5500 (2024)
Creator: PA Options for Wellness
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

PA Options for Wellness 401(k) Plan

401(k) retirement plan · PA Options for Wellness' PA Options for Wellness 401(k) Plan held $1.3M in plan assets for 162 participants in 2024.

Signals · 5

Late participant contributionsPossibly inadequate fidelity bond100% in single holdingCorrective distributions issuedNo recordkeeper disclosed

Active participants

162

Accounts w/ balance

330

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Marcus Bowie signed PA Options for Wellness' 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

PA Options for Wellness' EIN is 47-5026829.

EIN 47-5026829

Plan number 001

Plan year 2024

ACK ID 20250908161423NAL0019626337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PA Options for Wellness from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PA Options for Wellness' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 31K (7% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Bottom-decile employer contributions per participant (5th percentile).

Helping the score