How big is The Wealshire, LLC's plan?

The Wealshire, LLC's plan reported $1.5M in assets and 140 participants for 2024.

Original filing (PDF)20250604144347NAL0031541634001

The Wealshire, LLC

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

Form 5500-SF

FILING_RECEIVED

The Wealshire 401(k) Plan

401(k) retirement plan · The Wealshire, LLC's The Wealshire 401(k) Plan held $1.5M in plan assets for 140 participants in 2024.

Signals · 1

No auditor on file

Active participants

140

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Kelli Soderlund for TRPC signed The Wealshire, LLC's 2024 Form 5500 as plan administrator.

Kelli Soderlund for TRPC — 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

The Wealshire, LLC's EIN is 26-3304251.

EIN 26-3304251

Plan number 001

Plan year 2024

ACK ID 20250604144347NAL0031541634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Wealshire, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score