How big is The California Wellness Foundation's plan?

The California Wellness Foundation's plan reported $25.0M in assets and 51 participants for 2024.

Original filing (PDF)20251014125441NAL0002820753001

The California Wellness Foundation

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

Form 5500-SF

FILING_RECEIVED

The California Wellness Foundation 401(k) Plan

401(k) retirement plan · The California Wellness Foundation's The California Wellness Foundation 401(k) Plan held $25.0M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25.0M

Net assets (EOY)

$25.0M

People on this filing

Caitlin Adams signed The California Wellness Foundation's 2024 Form 5500 as plan administrator.

Caitlin Adams — Plan Administrator — Form 5500 signer
Gloria Romero-Medina — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The California Wellness Foundation's EIN is 95-4292101.

EIN 95-4292101

Plan number 002

Plan year 2024

ACK ID 20251014125441NAL0002820753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The California Wellness Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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