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Original filing (PDF)20251015155151NAL0002584691001
WELLNESS TOGETHER
Form 5500
FILING_RECEIVED
WELLNESS TOGETHER 403(B) PLAN
401(k) retirement plan
Signals · 1
48% in single holding
Active participants
228
Accounts w/ balance
110
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
76
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutual Funds" is 48% of plan.
- Only 48% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLNESS TOGETHER.
Plan sponsor
Name
WELLNESS TOGETHER
EIN
81-1653329
Address
1382 BLUE OAKS BLVD · SUITE 213 · ROSEVILLE, CA · 95678
Phone
(916) 209-0438
Industry
Educational Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | 47-4307706 | SAN FRANCISCO, CA | RECORDKEEPER | $7K | — |
Investments
16 direct securities· $1.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Funds | — | — | — | $654K | 47.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | — | — | — | $351K | 25.7% | |
| Vanguard Total Bond Market Index Adm Mutual Funds | — | — | — | $138K | 10.1% | |
| Vanguard Real Estate Index Admiral Mutual Funds | — | — | — | $98K | 7.1% | |
| Vanguard Total Intl Bd Idx Admiral Mutual Funds | — | — | — | $62K | 4.5% | |
| DFA International Core Equity 2 Mutual Funds | — | — | — | $18K | 1.3% | |
| Vanguard Small Cap Index Adm Mutual Funds | — | — | — | $8K | 0.6% | |
| Vanguard Growth Index Admiral Mutual Funds | — | — | — | $7K | 0.5% | |
| Vanguard 500 Index Admiral Mutual Funds | — | — | — | $6K | 0.5% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Funds | — | — | — | $4K | 0.3% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Funds | — | — | — | $4K | 0.3% | |
| Vanguard Small Cap Growth Index Adm Mutual Funds | — | — | — | $3K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Funds | — | — | — | $3K | 0.2% | |
| DFA Global Real Estate Securities Port Mutual Funds | — | — | — | $3K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Mutual Funds | — | — | — | $3K | 0.2% | |
| BANC Master Deposit Account A Interest Bearing Cash ** 584 DFA Emerging Markets Small Cap I Mutual Funds | — | — | — | $2K | 0.1% |
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