Form 5500 Search

WELLS FINANCIAL MANAGEMENT, LLC

EIN 45-2704211ASHEVILLE, NC

WELLS FINANCIAL MANAGEMENT, LLC (EIN 45-2704211) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $611K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
2
Total assets
$611K
A WELLS FINANCIAL MANAGEMENT, LLC employee? See the WELLS FINANCIAL MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 45-2704211

Form 5500 search →
PlanPlan #ParticipantsAssets
WELLS FINANCIAL MANAGEMENT, LLC 401(K) PLAN0012$611K

About this EIN

45-2704211 is the Employer Identification Number (EIN) WELLS FINANCIAL MANAGEMENT, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

WELLS FINANCIAL MANAGEMENT, LLC EIN & Form 5500