How big is Anderson Wellness Group, LLC's plan?

Anderson Wellness Group, LLC's plan reported $922K in assets and 23 participants for 2025.

Original filing (PDF)20260522220054NAL0003151905099

Anderson Wellness Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Anderson Wellness Group, LLC 401(k) Plan

401(k) retirement plan · Anderson Wellness Group, LLC's Anderson Wellness Group, LLC 401(k) Plan held $922K in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

Plan identifiers

Anderson Wellness Group, LLC's EIN is 83-3867312.

EIN 83-3867312

Plan number 001

Plan year 2025

ACK ID 20260522220054NAL0003151905099

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (87th percentile).

Plan sponsor

Name

ANDERSON WELLNESS GROUP, LLC

EIN

all filings

Address

45 W SEGO LILY DR · STE 312 · SANDY, UT · 84070

Phone

(801) 676-9452

Industry

Health Care & Social Assistance

Plan administrator