How big is Welsh Advisors, Inc.'s plan?

Welsh Advisors, Inc.'s plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250430105916NAL0001793697001

Welsh Advisors, Inc.

Name: Welsh Advisors, Inc. — Welsh Advisors, Inc. 401(k), Form 5500 (2024)
Creator: Welsh Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welsh Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Welsh Advisors, Inc.'s Welsh Advisors, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Steven HO signed Welsh Advisors, Inc.'s 2024 Form 5500 as plan administrator.

Steven HO — 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

Welsh Advisors, Inc.'s EIN is 46-4760047.

EIN 46-4760047

Plan number 001

Plan year 2024

ACK ID 20250430105916NAL0001793697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Welsh Advisors, 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 WELSH 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