Original filing (PDF)20250811130620NAL0006978833001

WELLERT CORPORATION

Name: WELLERT CORPORATION — WELLERT CORPORATION 401K PLAN, Form 5500 (2024)
Creator: WELLERT CORPORATION

Form 5500-SF

FILING_RECEIVED

WELLERT CORPORATION 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLERT CORPORATION.

Plan sponsor

Name

WELLERT CORPORATION

EIN

34-1325892

Address

5136 BEACH RD · MEDINA, OH · 442569610

Phone

(330) 239-2699

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-08-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

ACARIA, INC.

ACARIA, INC. 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 16 participants

BROWN & ROBERTS, INC.

BROWN & ROBERTS, INC. SAFE HARBOR 401(K) PLAN

$2.0M · 15 participants

PROJECT ADVISORS INTERNATIONAL L

PROJECT ADVISORS INTERNATIONAL 401(K) PROFIT SHARING PLAN & TRU

$2.0M · 4 participants

CORBIN CONSULTING ENGINEERS, INC.

CORBIN CONSULTING ENGINEERS, INC. 401(K) PLAN

$2.0M · 109 participants

SPACE EXPLORATION ENGINEERING,LLC

SPACE EXPLORATION ENGINEERING 401(K) PLAN