Back to filter
Original filing (PDF)20251013093019NAL0001618384001
WELLS AG SUPPLY, LLC
Form 5500-SF
FILING_RECEIVED
WELLS AG SUPPLY 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
136
Accounts w/ balance
64
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLS AG SUPPLY, LLC.
Plan sponsor
Name
WELLS AG SUPPLY, LLC
EIN
27-0215345
Address
55560 150TH AVE · FONDA, IA · 505408732
Phone
(712) 288-6210
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2V · PEO multiple-employer plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
REVELLI CHEMICALS, INC.
REVELLI CHEMICALS INC 401(K) PLAN
$2.2M · 4 participants
ARDEX ALL-AMERICAN MINERAL CO., INC.
ARDEX ALL-AMERICAN MINERAL CO. 401(K) PLAN
$2.3M · 6 participants
APEX PEST CONTROL
APEX PEST CONTROL 401(K) PROFIT SHARING PLAN
$2.3M · 16 participants
IONIC SOLUTIONS, INC.
IONIC SOLUTIONS SAFE HARBOR 401(K) PLAN
$2.3M · 4 participants
DRU-CHEM, INC.
DRU-CHEM 401(K) PLAN
$2.3M · 13 participants
DELTA PERFORMANCE PRODUCTS, LLC
DELTA PERFORMANCE PRODUCTS, LLC 401(K) PROFIT SHARING PLAN
$2.3M · 22 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B