How big is Whitaker Wellness LLC's plan?

Whitaker Wellness LLC's plan reported $52K in assets and 7 participants for 2025.

Original filing (PDF)20260414120708NAL0032285890001

Whitaker Wellness LLC

Name: Whitaker Wellness LLC — Whitaker Wellness LLC 401(k), Form 5500 (2025)
Creator: Whitaker Wellness LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitaker Wellness LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Whitaker Wellness LLC's Whitaker Wellness LLC 401(k) Profit Sharing Plan & Trust held $52K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

Michael Whitaker signed Whitaker Wellness LLC's 2025 Form 5500 as plan administrator.

Michael Whitaker — 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

Whitaker Wellness LLC's EIN is 81-3736146.

EIN 81-3736146

Plan number 001

Plan year 2025

ACK ID 20260414120708NAL0032285890001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitaker Wellness LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whitaker Wellness LLC's 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 WHITAKER WELLNESS LLC.

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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