How big is Wellness Focus' plan?

Wellness Focus' plan reported $4K in assets and 1 participants for 2024.

Original filing (PDF)20250610064856NAL0012894051001

Wellness Focus

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

Form 5500-SF

FILING_RECEIVED

Wellness Focus

401(k) retirement plan · Wellness Focus held $4K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Shirley Horner signed Wellness Focus' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Wellness Focus' EIN is 85-0539133.

EIN 85-0539133

Plan number 001

Plan year 2024

ACK ID 20250610064856NAL0012894051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLNESS FOCUS.

Finding similar companies…

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