How big is Weller Brothers, LLC's plan?

Weller Brothers, LLC's plan reported $1.5M in assets and 87 participants for 2024.

Original filing (PDF)20250519104830NAL0000704000001

Weller Brothers, LLC

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

Form 5500-SF

FILING_RECEIVED

Weller Brothers 401(k) Plan

401(k) retirement plan · Weller Brothers, LLC's Weller Brothers 401(k) Plan held $1.5M in plan assets for 87 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Joshua Perkins signed Weller Brothers, LLC's 2024 Form 5500 as plan administrator.

Joshua Perkins — 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

Weller Brothers, LLC's EIN is 20-5720574.

EIN 20-5720574

Plan number 001

Plan year 2024

ACK ID 20250519104830NAL0000704000001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Weller Brothers, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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