How big is Strategic Wellness' plan?

Strategic Wellness' plan reported $134K in assets and 1 participants for 2024.

Original filing (PDF)20251015153848NAL0005014497001

Strategic Wellness

Name: Strategic Wellness — Strategic Wellness, Inc. 401(k), Form 5500 (2024)
Creator: Strategic Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Strategic Wellness, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Strategic Wellness' Strategic Wellness, Inc. 401(k) Profit Sharing Plan held $134K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$134K

Net assets (EOY)

$134K

Plan identifiers

Strategic Wellness' EIN is 84-3343716.

EIN 84-3343716

Plan number 001

Plan year 2024

ACK ID 20251015153848NAL0005014497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Strategic Wellness from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Strategic Wellness' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STRATEGIC 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 (100th percentile).

Plan sponsor

Name

STRATEGIC WELLNESS

EIN

all filings

Address

2300 CALIFORNIA ST. 306 · SAN FRANCISCO, CA · 94115

Phone

(415) 202-1550

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator