· 2022–2024 · DOL EFAST2

The Tax-Efficent Wellness Progra — The Tax-Efficent, Form 5500 (2024)

Original filing (PDF)20250813170753NAL0025953410001

The Tax-Efficent Wellness Progra

Form 5500-SF

FILING_RECEIVED

The Tax-Efficent Wellness Program LLC 401(k) Plan

401(k) retirement plan · The Tax-Efficent Wellness Progra's The Tax-Efficent Wellness Program LLC 401(k) Plan held $68K in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

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

61

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 THE TAX-EFFICENT WELLNESS PROGRA.

Plan sponsor

Name

THE TAX-EFFICENT WELLNESS PROGRA

EIN

Address

400 W MAIN ST · SUITE 160 · BABYLON, NY · 11702

Phone

(484) 895-5690

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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