How big is Whole Health Joint Replacement INST's plan?

Whole Health Joint Replacement INST's plan reported $1.7M in assets and 25 participants for 2024.

Original filing (PDF)20250825122615NAL0013683744001

Whole Health Joint Replacement INST

Name: Whole Health Joint Replacement INST — Whole Health, Form 5500 (2024)
Creator: Whole Health Joint Replacement INST
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whole Health Joint Replacement Institute, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Whole Health Joint Replacement INST's Whole Health Joint Replacement Institute, PLLC 401(k) Profit Sharing Plan held $1.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Sean McKinnon signed Whole Health Joint Replacement INST's 2024 Form 5500 as plan administrator.

Sean McKinnon — 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

Whole Health Joint Replacement INST's EIN is 82-1463421.

EIN 82-1463421

Plan number 001

Plan year 2024

ACK ID 20250825122615NAL0013683744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Whole Health Joint Replacement INST from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Whole Health Joint Replacement INST's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLE HEALTH JOINT REPLACEMENT INST.

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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