How big is Wellness IQ's plan?

Wellness IQ's plan reported $1.4M in assets and 32 participants for 2024.

Original filing (PDF)20251003105316NAL0001271041001

Wellness IQ

Name: Wellness IQ — Wellness IQ Retirement Plan, Form 5500 (2024)
Creator: Wellness IQ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellness IQ Retirement Plan

401(k) retirement plan · Wellness IQ's Wellness IQ Retirement Plan held $1.4M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Wellness IQ's EIN is 56-2676855.

EIN 56-2676855

Plan number 001

Plan year 2024

ACK ID 20251003105316NAL0001271041001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellness IQ's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment.

Decision-maker contacts

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

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WELLNESS IQ

EIN

all filings

Address

6450 ROCKSIDE WOODS BLVD S · SUITE 220 · INDEPENDENCE, OH · 44131

Phone

(216) 264-2707

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

Durso & Jankowski Insurance Agency,LLC

Durso & Jankowski Insurance Agency 401(k) PSP

$1.4M · 8 participants

BSI, Inc.

BSI, Inc. 401(k) P/S Plan

$1.4M · 5 participants

Barker-Weber Insurance Agency, Inc.

Barker-Weber Insurance Agency, Inc., 401(k) Plan

$1.4M · 25 participants

Andrade Insurance Agency, Inc.

Andrade Insurance Agency, Inc. 401(k) Plan

$1.4M · 9 participants

DDC, Inc. DBA Cottingham Insurance

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.