How big is Wells Thomas, LLC's plan?

Wells Thomas, LLC's plan reported $3.7M in assets and 25 participants for 2024.

Original filing (PDF)20251014172412NAL0006968242001

Wells Thomas, LLC

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

Form 5500-SF

FILING_RECEIVED

Wells Thomas, LLC 401(k) Retirement Plan

401(k) retirement plan · Wells Thomas, LLC's Wells Thomas, LLC 401(k) Retirement Plan held $3.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Kristine Thomas signed Wells Thomas, LLC's 2024 Form 5500 as plan administrator.

Kristine Thomas — 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

Wells Thomas, LLC's EIN is 26-0228640.

EIN 26-0228640

Plan number 001

Plan year 2024

ACK ID 20251014172412NAL0006968242001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wells Thomas, 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 WELLS THOMAS, 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