How big is Welty Services' plan?

Welty Services' plan reported $366K in assets and 17 participants for 2025.

Original filing (PDF)20260422221006NAL0004046049017

Welty Services

Name: Welty Services — Welty Services 401(k) Plan, Form 5500 (2025)
Creator: Welty Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welty Services 401(k) Plan

401(k) retirement plan · Welty Services' Welty Services 401(k) Plan held $366K in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$366K

Net assets (EOY)

$366K

People on this filing

Elantha Barry signed Welty Services' 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Welty Services' EIN is 27-4690782.

EIN 27-4690782

Plan number 001

Plan year 2025

ACK ID 20260422221006NAL0004046049017

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Welty Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Welty Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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