· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE SANCTUARY WELLNESS INSTITUTE — SANCTUARY WELLNESS INSTITUTE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718134907NAL0000873763001
THE SANCTUARY WELLNESS INSTITUTE
Form 5500-SF
FILING_RECEIVED
SANCTUARY WELLNESS INSTITUTE 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$89K
Net assets (EOY)
$89K
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE SANCTUARY WELLNESS INSTITUTE
.
Find decision makers
Plan sponsor
Name
THE SANCTUARY WELLNESS INSTITUTE
EIN
82-5326539
Address
122 POTTSTOWN PIKE · CHESTER SPRINGS, PA · 19425
Phone
(484) 802-4108
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
ARIZ PRECISION MEDICINE
ARIZ PRECISION MEDICINE 401(K) PLAN
$89K · 1 participants
AMANI HEALTHCARE SERVICES LLC
AMANI HEALTHCARE SERVICES LLC
$89K · 39 participants
STAR HEALTH CONSORTIUM INC
STAR HEALTH CONSORTIUM INC 401(K) PROFIT SHARING PLAN AND T
$89K · 16 participants
MARTYN F ROSA D D S INC
MARTYN F ROSA DDS INC 401K PLAN
$89K · 3 participants
ISLAND COAST ANESTHESIA, INC.
ISLAND COAST ANESTHESIA, INC. 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$89K · 1 participants
WEST END AMBULANCE, INC.
WEST END AMBULANCE, INC. 403(B) PLAN
$87K · 37 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
