WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
36
Plan assets (EOY)
$14.1M
Net assets (EOY)
$14.1M
Plan health score
94
/ 100
Grade A
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
80
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELTON INVESTMENT PARTNERS LLC.
