How big is Welcy Capital Advisors LLC's plan?

Welcy Capital Advisors LLC's plan reported $47K in assets and 4 participants for 2024.

Original filing (PDF)20250609120327NAL0023492240001

Welcy Capital Advisors LLC

Name: Welcy Capital Advisors LLC — Form 5500 (2024)
Creator: Welcy Capital Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Welcy Capital Advisors LLC held $47K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Nick Rice signed Welcy Capital Advisors LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Welcy Capital Advisors LLC's EIN is 27-3259153.

EIN 27-3259153

Plan number 001

Plan year 2024

ACK ID 20250609120327NAL0023492240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Welcy Capital Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Welcy Capital Advisors 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 WELCY CAPITAL ADVISORS 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