How big is Wellington Advisors LLC's plan?

Wellington Advisors LLC's plan reported $1.5M in assets and 47 participants for 2024.

Original filing (PDF)20250821111545NAL0007291088001

Wellington Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Wellington Advisors LLC 401(k) Plan

401(k) retirement plan · Wellington Advisors LLC's Wellington Advisors LLC 401(k) Plan held $1.5M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

LISA Yurtkuran signed Wellington Advisors LLC's 2024 Form 5500 as plan administrator.

LISA Yurtkuran — 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

Wellington Advisors LLC's EIN is 20-2772142.

EIN 20-2772142

Plan number 001

Plan year 2024

ACK ID 20250821111545NAL0007291088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellington Advisors LLC's 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 WELLINGTON ADVISORS 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