How big is Webb Advisors Inc.'s plan?

Webb Advisors Inc.'s plan reported $1.9M in assets and 7 participants for 2025.

Original filing (PDF)20260422145904NAL0002002915001

Webb Advisors Inc.

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

Form 5500-SF

FILING_RECEIVED

Webb Advisors Inc. 401(k) Plan

401(k) retirement plan · Webb Advisors Inc.'s Webb Advisors Inc. 401(k) Plan held $1.9M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Kristi Mattiuz signed Webb Advisors Inc.'s 2025 Form 5500 as plan administrator.

Kristi Mattiuz — 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

Webb Advisors Inc.'s EIN is 41-1901404.

EIN 41-1901404

Plan number 001

Plan year 2025

ACK ID 20260422145904NAL0002002915001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Webb Advisors Inc.'s plan includes 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 WEBB ADVISORS INC.

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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