How big is Welch Investment Group's plan?

Welch Investment Group's plan reported $350K in assets and 3 participants for 2024.

Original filing (PDF)20250814135323NAL0009649761001

Welch Investment Group

Name: Welch Investment Group — Welch Investment Group, Form 5500 (2024)
Creator: Welch Investment Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welch Investment Group 401(k) Plan

401(k) retirement plan · Welch Investment Group's Welch Investment Group 401(k) Plan held $350K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

Plan identifiers

Welch Investment Group's EIN is 46-4278914.

EIN 46-4278914

Plan number 001

Plan year 2024

ACK ID 20250814135323NAL0009649761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Welch Investment Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Welch Investment Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELCH INVESTMENT GROUP.

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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