How big is Wellmore, Inc.'s plan?

Wellmore, Inc.'s plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20260113103729NAL0019024128001

Wellmore, Inc.

Name: Wellmore, Inc. — Wellmore, Inc. Erisa 403(b) Plan, Form 5500 (2024)
Creator: Wellmore, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellmore, Inc. Erisa 403(b) Plan

403(b) retirement plan · Wellmore, Inc.'s Wellmore, Inc. Erisa 403(b) Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Michael RISO signed Wellmore, Inc.'s 2024 Form 5500 as plan administrator.

Michael RISO — 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

Wellmore, Inc.'s EIN is 06-0669107.

EIN 06-0669107

Plan number 003

Plan year 2024

ACK ID 20260113103729NAL0019024128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellmore, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellmore, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

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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