Welburn Management Consulting Company's EIN is 23-2583869.
Download the official 2024 Form 5500 (PDF) for Welburn Management Consulting Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Welburn Management Consulting Company's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.1M | 80.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $101K | 3.9% | |
| [Assets held in participant loans] | Other | — | — | $21K | 0.8% |
