· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WELLRITHMS, INC. — WELLRITHMS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014172240NAL0004625776001
WELLRITHMS, INC.
Form 5500-SF
FILING_RECEIVED
WELLRITHMS 401(K) PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
57
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WELLRITHMS, INC.
.
Find decision makers
Plan sponsor
Name
WELLRITHMS, INC.
EIN
46-3312269
Address
3718 SW CONDOR AVE SUITE 100 · PORTLAND, OR · 97239
Phone
(360) 531-0029
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-10-14
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
CAB ENTERPRISES INC
CAB ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 149 participants
CATALYST TRADING COMPANY LTD
CATALYST TRADING COMPANY LTD 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 15 participants
EXPLORE THE LAST OF THE WILD, INC.
EXPLORE THE LAST OF THE WILD, INC. 401(K) AND PROFIT SHARING PLAN
$2.0M · 7 participants
SURGICOMM CORP
SURGICOMM CORP. D.B.A. VENEL 401(K) PLAN
$2.0M · 43 participants
INCLUSIVE PROSPERITY CAPITAL I
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
INCLUSIVE PROSPERITY CAPITAL I 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 25 participants
RJV CONTRACTING, INC.
RJV CONTRACTING, INC. 401(K) P/S PLAN
$2.0M · 5 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
