· 2022–2024 · DOL EFAST2

IWHB Palm Beach LLC — IWHB Palm Beach LLC 401 K, Form 5500 (2024)

Original filing (PDF)20250903114102NAL0009046131001

IWHB Palm Beach LLC

Form 5500-SF

FILING_RECEIVED

IWHB Palm Beach LLC 401 K Profit Sharing Plan and Trust

401(k) retirement plan · IWHB Palm Beach LLC's IWHB Palm Beach LLC 401 K Profit Sharing Plan and Trust held $7.8M in plan assets for 48 participants in 2024.

Active participants

48

Accounts w/ balance

48

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

Plan health score

Top-tier plan health

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

63

Vendor & structure

100

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

IWHB PALM BEACH LLC

EIN

61-1754223all filings

Address

1395 STATE ROAD 7 SUITE 450 · WELLINGTON, FL · 33414

Phone

(561) 798-1414

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-09-03

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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