How big is Itrust Wellness Group LLC's plan?

Itrust Wellness Group LLC's plan reported $1.1M in assets and 53 participants for 2024.

Original filing (PDF)20251015110146NAL0004657697001

Itrust Wellness Group LLC

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

Form 5500-SF

FILING_RECEIVED

Itrust Wellness Group 401(k) Plan

401(k) retirement plan · Itrust Wellness Group LLC's Itrust Wellness Group 401(k) Plan held $1.1M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Steven Krozer signed Itrust Wellness Group LLC's 2024 Form 5500 as plan administrator.

Steven Krozer — 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

Itrust Wellness Group LLC's EIN is 82-0996688.

EIN 82-0996688

Plan number 001

Plan year 2024

ACK ID 20251015110146NAL0004657697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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