Original filing (PDF)20251014163201NAL0003412017001

LIVING WELL PRIMARY CARE

Name: LIVING WELL PRIMARY CARE — LIVING WELL PRIMARY CARE 401(K) PLAN, Form 5500 (2024)
Creator: LIVING WELL PRIMARY CARE

Form 5500-SF

FILING_RECEIVED

LIVING WELL PRIMARY CARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

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

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 LIVING WELL PRIMARY CARE.

Plan sponsor

Name

LIVING WELL PRIMARY CARE

EIN

80-0301364all filings

Address

701 COTTAGE GROVE ROAD, B10 · BLOOMFIELD, CT · 06002

Phone

(860) 243-3315

Industry

Offices of Physicians· Health Care & Social Assistancesee all

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

2025-10-14

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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