How big is Wells Lending Solutions, Inc.'s plan?

Wells Lending Solutions, Inc.'s plan reported $15K in assets for 2023.

Original filing (PDF)20241015154550NAL0028987665001

Wells Lending Solutions, Inc.

Name: Wells Lending Solutions, Inc. — Wells 401(k) Plan, Form 5500 (2023)
Creator: Wells Lending Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells 401(k) Plan

401(k) retirement plan · Wells Lending Solutions, Inc.'s Wells 401(k) Plan reported $15K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

People on this filing

Heather Gascon signed Wells Lending Solutions, Inc.'s 2023 Form 5500 as plan administrator.

Heather Gascon — 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 Lending Solutions, Inc.'s EIN is 27-0221725.

EIN 27-0221725

Plan number 001

Plan year 2023

ACK ID 20241015154550NAL0028987665001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wells Lending Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wells Lending Solutions, Inc.'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 WELLS LENDING SOLUTIONS, INC..

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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