How big is Wellner Architects, Inc.'s plan?

Wellner Architects, Inc.'s plan reported $2.7M in assets and 14 participants for 2024.

Original filing (PDF)20250509125048NAL0013315425001

Wellner Architects, Inc.

Name: Wellner Architects, Inc. — Wellner Architects, Inc., Form 5500 (2024)
Creator: Wellner Architects, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellner Architects, Inc. 401(k) Plan

401(k) retirement plan · Wellner Architects, Inc.'s Wellner Architects, Inc. 401(k) Plan held $2.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Emily Marsh signed Wellner Architects, Inc.'s 2024 Form 5500 as plan administrator.

Emily Marsh — 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

Wellner Architects, Inc.'s EIN is 43-1643517.

EIN 43-1643517

Plan number 001

Plan year 2024

ACK ID 20250509125048NAL0013315425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellner Architects, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellner Architects, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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