How big is Moving Forward Wellness' plan?

Moving Forward Wellness' plan reported $296K in assets and 2 participants for 2024.

Original filing (PDF)20250805174204NAL0001332707001

Moving Forward Wellness

Name: Moving Forward Wellness — Moving Forward Wellness, Form 5500 (2024)
Creator: Moving Forward Wellness
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moving Forward Wellness 401(k) Plan

401(k) retirement plan · Moving Forward Wellness' Moving Forward Wellness 401(k) Plan held $296K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

People on this filing

Dana Torregiano signed Moving Forward Wellness' 2024 Form 5500 as plan administrator.

Dana Torregiano — 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

Moving Forward Wellness' EIN is 84-3550956.

EIN 84-3550956

Plan number 001

Plan year 2024

ACK ID 20250805174204NAL0001332707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Moving Forward 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 MOVING FORWARD 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