How big is Open Source Wellness' plan?

Open Source Wellness' plan reported $86K in assets and 20 participants for 2024.

Original filing (PDF)20250630104848NAL0027318914001

Open Source Wellness

Name: Open Source Wellness — Open Source Wellness 401(k), Form 5500 (2024)
Creator: Open Source Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Open Source Wellness 401(k) Plan

401(k) retirement plan · Open Source Wellness' Open Source Wellness 401(k) Plan held $86K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

People on this filing

Shirley Horner signed Open Source Wellness' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Open Source Wellness' EIN is 81-3440555.

EIN 81-3440555

Plan number 001

Plan year 2024

ACK ID 20250630104848NAL0027318914001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Open Source Wellness' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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