How big is Wellness by Design, PLLC's plan?

Wellness by Design, PLLC's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20251013144922NAL0001457089001

Wellness by Design, PLLC

Name: Wellness by Design, PLLC — Wellness by Design, PLLC, Form 5500 (2024)
Creator: Wellness by Design, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellness by Design, PLLC 401(k) Savings Plan

401(k) retirement plan · Wellness by Design, PLLC's Wellness by Design, PLLC 401(k) Savings Plan held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Chasity Hester signed Wellness by Design, PLLC's 2024 Form 5500 as plan administrator.

Chasity Hester — 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

Wellness by Design, PLLC's EIN is 81-0651999.

EIN 81-0651999

Plan number 001

Plan year 2024

ACK ID 20251013144922NAL0001457089001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellness by Design, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WELLNESS BY DESIGN, PLLC

EIN

all filings

Address

812 EAST HIGH STREET · LEXINGTON, KY · 40502

Phone

(859) 266-5483

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator