Original filing (PDF)20250418220851NAL0000069986037

SOZEN INTEGRATIVE HEALTH AND WELLNESS

Name: SOZEN INTEGRATIVE HEALTH AND WELLNESS — SOZEN INTEGRATIVE HEALTH AND WELLNESS 401(K) PLAN, Form 5500 (2024)
Creator: SOZEN INTEGRATIVE HEALTH AND WELLNESS

Form 5500-SF

FILING_RECEIVED

SOZEN INTEGRATIVE HEALTH AND WELLNESS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

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.

Decision-maker contacts

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

Plan sponsor

Name

SOZEN INTEGRATIVE HEALTH AND WELLNESS

EIN

87-2280761all filings

Address

2050 DIAMOND ROCK HILL RD · MALVERN, PA · 193559529

Phone

(484) 819-0411

Industry

Health Care & Social Assistancesee all

Plan administrator