How big is Wells Trading LLC's plan?

Wells Trading LLC's plan reported $255K in assets and 10 participants for 2025.

Original filing (PDF)20260520180108NAL0001970227001

Wells Trading LLC

Name: Wells Trading LLC — Wells Trading LLC 401(k) Plan, Form 5500 (2025)
Creator: Wells Trading LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells Trading LLC 401(k) Plan

401(k) retirement plan · Wells Trading LLC's Wells Trading LLC 401(k) Plan held $255K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

Daniel Peykar signed Wells Trading LLC's 2025 Form 5500 as plan administrator.

Daniel Peykar — 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

Wells Trading LLC's EIN is 47-2134630.

EIN 47-2134630

Plan number 001

Plan year 2025

ACK ID 20260520180108NAL0001970227001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wells Trading LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wells Trading LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLS TRADING LLC.

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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