· 2022–2024 · DOL EFAST2

WESTCHESTER WELL BEING, INC. — WESTCHESTER WELL BEING 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251009050849NAL0014776274001

WESTCHESTER WELL BEING, INC.

Form 5500-SF

FILING_RECEIVED

WESTCHESTER WELL BEING 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

16

Accounts w/ balance

7

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

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

35

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

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 WESTCHESTER WELL BEING, INC..

Plan sponsor

Name

WESTCHESTER WELL BEING, INC.

EIN

82-1324670

Address

988 BROADWAY · THORNWOOD, NY · 10594

Phone

(914) 984-7300

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

ITE TECHNOLOGY INC

ITE TECHNOLOGY INC

$66K · 2 participants

IMIC INC 401(K) PROFIT SHARING PLAN & TRUST

$66K · 5 participants

EASTERN DOOR & DOCK, INC.

EASTERN DOOR & DOCK, INC. RETIREMENT TRUST

$66K · 8 participants

GOLDSTEIN DIAMONDS INC

GOLDSTEIN DIAMONDS INC 401(K) PROFIT SHARING PLAN & TRUST

$66K · 6 participants

TECHNICAL EDUCATION SOLUTIONS

TECHNICAL EDUCATION SOLUTIONS RETIREMENT TRUST

$66K · 2 participants