How big is Welch & Sandon Design LLC's plan?

Welch & Sandon Design LLC's plan reported $2.3M in assets and 8 participants for 2025.

Original filing (PDF)20260227095720NAL0000699682001

Welch & Sandon Design LLC

Name: Welch & Sandon Design LLC — Welch & Sandon Design, Form 5500 (2025)
Creator: Welch & Sandon Design LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welch & Sandon Design, LLC 401(k) Plan

401(k) retirement plan · Welch & Sandon Design LLC's Welch & Sandon Design, LLC 401(k) Plan held $2.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

William Welch signed Welch & Sandon Design LLC's 2025 Form 5500 as plan administrator.

William Welch — 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

Welch & Sandon Design LLC's EIN is 47-2900797.

EIN 47-2900797

Plan number 001

Plan year 2025

ACK ID 20260227095720NAL0000699682001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Welch & Sandon Design LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Welch & Sandon Design 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 WELCH & SANDON DESIGN 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

WELCH & SANDON DESIGN LLC

EIN

all filings

Address

4864 E. BASELINE RD, #103 · MESA, AZ · 85206

Phone

(480) 641-6383

Industry

Engineering Services· Professional & Technical Services

Plan administrator