How big is Wells & Associates, PC's plan?

Wells & Associates, PC's plan reported $2.5M in assets and 4 participants for 2024.

Original filing (PDF)20250327085035NAL0017278961001

Wells & Associates, PC

Name: Wells & Associates, PC — The Architect 401(k) Plan, Form 5500 (2024)
Creator: Wells & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Architect 401(k) Plan- Wells & Associates, PC

401(k) retirement plan · Wells & Associates, PC's The Architect 401(k) Plan- Wells & Associates, PC held $2.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Wells & Associates, PC's EIN is 42-1204317.

EIN 42-1204317

Plan number 001

Plan year 2024

ACK ID 20250327085035NAL0017278961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wells & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wells & Associates, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLS & ASSOCIATES, PC.

Finding similar companies…

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