How big is Welshire Capital, LLC.'s plan?

Welshire Capital, LLC.'s plan reported $646K in assets and 9 participants for 2024.

Original filing (PDF)20250430124632NAL0002721808001

Welshire Capital, LLC.

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

Form 5500-SF

FILING_RECEIVED

Welshire Capital, LLC. 401(k) Plan

401(k) retirement plan · Welshire Capital, LLC.'s Welshire Capital, LLC. 401(k) Plan held $646K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

Kristy Peters signed Welshire Capital, LLC.'s 2024 Form 5500 as plan administrator.

Kristy Peters — 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

Welshire Capital, LLC.'s EIN is 39-1877935.

EIN 39-1877935

Plan number 001

Plan year 2024

ACK ID 20250430124632NAL0002721808001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELSHIRE CAPITAL, 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