WELTON INVESTMENT PARTNERS LLC
EIN 47-1056813CARMEL, CA
WELTON INVESTMENT PARTNERS LLC (EIN 47-1056813) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $19.5M in plan assets and 40 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
40
Total assets
$19.5M
A WELTON INVESTMENT PARTNERS LLC employee? See the WELTON INVESTMENT PARTNERS LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 47-1056813
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN | 001 | 21 | $14.1M |
| WELTON INVESTMENT PARTNERS LLC RETIREMENT PLAN | 002 | 19 | $5.4M |
About this EIN
47-1056813 is the Employer Identification Number (EIN) WELTON INVESTMENT PARTNERS 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 California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
