How big is Wellness Counseling LLC's plan?

Wellness Counseling LLC's plan reported $89K in assets and 5 participants for 2025.

Original filing (PDF)20260429145036NAL0016915424001

Wellness Counseling LLC

Name: Wellness Counseling LLC — Wellness Counseling LLC, Form 5500 (2025)
Creator: Wellness Counseling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellness Counseling LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wellness Counseling LLC's Wellness Counseling LLC 401(k) Profit Sharing Plan & Trust held $89K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$89K

Net assets (EOY)

$89K

People on this filing

Edward Rojas signed Wellness Counseling LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Wellness Counseling LLC's EIN is 82-3726599.

EIN 82-3726599

Plan number 001

Plan year 2025

ACK ID 20260429145036NAL0016915424001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wellness Counseling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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