How big is Wellengood Partners' plan?

Wellengood Partners' plan reported $1.5M in assets and 90 participants for 2024.

Original filing (PDF)20250628050950NAL0024047650001

Wellengood Partners

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

Form 5500-SF

FILING_RECEIVED

Wellengood Partners 401(k) Plan

401(k) retirement plan · Wellengood Partners' Wellengood Partners 401(k) Plan held $1.5M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Heather Vesey signed Wellengood Partners' 2024 Form 5500 as plan administrator.

Heather Vesey — 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

Wellengood Partners' EIN is 11-3642972.

EIN 11-3642972

Plan number 001

Plan year 2024

ACK ID 20250628050950NAL0024047650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellengood Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLENGOOD PARTNERS.

Finding similar companies…

Plan health score

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

100

Helping the score