Original filing (PDF)20250617115823NAL0002847952001

UNIVERSAL WELLNESS GROUP

Name: UNIVERSAL WELLNESS GROUP — UNIVERSAL WELLNESS GROUP 401(K) PLAN, Form 5500 (2024)
Creator: UNIVERSAL WELLNESS GROUP

Form 5500-SF

FILING_RECEIVED

UNIVERSAL WELLNESS GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

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.

Decision-maker contacts

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

Plan sponsor

Name

UNIVERSAL WELLNESS GROUP

EIN

82-0857299all filings

Address

55 NE AVE · SUITE 503 · BOCA RATON, FL · 33432

Phone

(561) 609-1515

Industry

Law Offices· Professional & Technical 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

2025-06-17

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MY INJURY HEADQUARTERS PC

MY INJURY HEADQUARTERS PC PROFIT SHARING 401(K) PLAN

$63K · 4 participants

ROSEN LAW OFFICES, APC

ROSEN LAW OFFICES, APC 401(K) PLAN

$63K · 4 participants

YORK LAW APC

YORK LAW APC 401(K) PLAN

$63K · 2 participants

THE MIRA LAW GROUP

MIRA LAW GROUP 401K PLAN TRUST

$63K · 10 participants

CARASH LAW, LLP

CARASH LAW, LLP 401(K) PLAN

$63K · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.