How big is Cabot Wellington LLC's plan?

Cabot Wellington LLC's plan reported $7.2M in assets and 7 participants for 2024.

Original filing (PDF)20250723081151NAL0003797521001

Cabot Wellington LLC

Name: Cabot Wellington LLC — Cabot Wellington LLC 401(k), Form 5500 (2024)
Creator: Cabot Wellington LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cabot Wellington LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cabot Wellington LLC's Cabot Wellington LLC 401(k) Profit Sharing Plan & Trust held $7.2M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

People on this filing

Andrew Barbieri signed Cabot Wellington LLC's 2024 Form 5500 as plan administrator.

Andrew Barbieri — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Cabot Wellington LLC's EIN is 04-3324938.

EIN 04-3324938

Plan number 001

Plan year 2024

ACK ID 20250723081151NAL0003797521001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cabot Wellington LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cabot Wellington LLC'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 CABOT WELLINGTON LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CABOT WELLINGTON LLC

EIN

all filings

Address

22 BATTERYMARCH ST LBBY 2 · BOSTON, MA · 021094854

Phone

(617) 226-7502

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator