How big is Formula Wellness Management, LLC's plan?

Formula Wellness Management, LLC's plan reported $72K in assets and 46 participants for 2024.

Original filing (PDF)20250605050844NAL0019865648001

Formula Wellness Management, LLC

Name: Formula Wellness Management, LLC — Formula Wellness, Form 5500 (2024)
Creator: Formula Wellness Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Formula Wellness Management 401(k) Plan

401(k) retirement plan · Formula Wellness Management, LLC's Formula Wellness Management 401(k) Plan held $72K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Lanear Allen signed Formula Wellness Management, LLC's 2024 Form 5500 as plan administrator.

Lanear Allen — 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

Formula Wellness Management, LLC's EIN is 81-5385665.

EIN 81-5385665

Plan number 001

Plan year 2024

ACK ID 20250605050844NAL0019865648001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Formula Wellness Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Formula Wellness Management, 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 FORMULA WELLNESS MANAGEMENT, LLC.

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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