Original filing (PDF)20251006164635NAL0006655792001

PB WELLNESS WFB LLC

Name: PB WELLNESS WFB LLC — PB WELLNESS WFB RETIREMENT PLAN, Form 5500 (2024)
Creator: PB WELLNESS WFB LLC

Form 5500-SF

FILING_RECEIVED

PB WELLNESS WFB RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PB WELLNESS WFB LLC.

Plan sponsor

Name

PB WELLNESS WFB LLC

EIN

99-1878801

Address

312 SILVER SPRING DRIVE · WHITEFISH BAY, WI · 53217

Phone

(414) 376-4825

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-12

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

FINE FIT COACHING LLC

FINE FIT COACHING LLC 401K PLAN

$15K · 4 participants

MENARI BODY WORKS

MENARI BODY WORKS 401(K) PLAN

$15K · 17 participants

COASTAL MASSAGE OXNARD

COASTAL MASSAGE OXNARD 401K PLAN

$15K

THE PEACH BAR WAXING CENTER LLC

$15K · 10 participants

TYE W. HARRIS, INC

TYE W. HARRIS, INC. 401(K) PLAN

$15K · 3 participants