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 35% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHOLE HEALTH PHYSICIANS.
Plan sponsor
Name
WHOLE HEALTH PHYSICIANS
EIN
82-5257640
Address
12866 PATTERSON AVENUE · SUITE 100 · HENRICO, VA · 23238
Phone
(804) 601-4901
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
KENNETH PENN
EIN
92-0735173
City
RICHMOND, VA
Phone
(804) 644-1607
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-02-28
Filed
2025-09-26
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
