How big is Trail Creek Wellness' plan?

Trail Creek Wellness' plan reported $68K in assets and 9 participants for 2023.

Original filing (PDF)20240711234912NAL0036731090001

Trail Creek Wellness

Name: Trail Creek Wellness — Trail Creek Wellness 401(k), Form 5500 (2023)
Creator: Trail Creek Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trail Creek Wellness 401(k)

401(k) retirement plan · Trail Creek Wellness' Trail Creek Wellness 401(k) held $68K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

People on this filing

Rachel Cameron signed Trail Creek Wellness' 2023 Form 5500 as plan administrator.

Rachel Cameron — 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

Trail Creek Wellness' EIN is 82-4981085.

EIN 82-4981085

Plan number 001

Plan year 2023

ACK ID 20240711234912NAL0036731090001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Trail Creek Wellness from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Trail Creek Wellness' 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 TRAIL CREEK WELLNESS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

TRAIL CREEK WELLNESS

EIN

all filings

Address

1001 HOSPITAL CIRCLE · KINGFISHER, OK · 73750

Phone

(405) 375-7935

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator