Original filing (PDF)20250515163640NAL0013561795001

WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL

Name: WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL — WELLNESS PARTNERS LLC DBA WHIPSTITCH CAPITAL 401(K) PLAN, Form 5500 (2024)
Creator: WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL

Form 5500-SF

FILING_RECEIVED

WELLNESS PARTNERS LLC DBA WHIPSTITCH CAPITAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL.

Plan sponsor

Name

WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL

EIN

47-3452676

Address

23 LEDGEWOOD DRIVE · YARMOUTH, ME · 04096

Phone

(508) 954-4931

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

IVERA GROUP INC.

IVERA GROUP 401(K) PLAN

$2.4M · 35 participants

J&V INVESTMENT CO., INC.

J&V INVESTMENT CO., INC. PROFIT SHARING PLAN

$2.4M · 24 participants

COLVILLE MANAGEMENT CORP.

COLVILLE MANAGEMENT CORP. CASH BALANCE PENSION PLAN

$2.4M · 3 participants

THE DICHTER/PAPPAS GROUP

THE DICHTER/PAPPAS GROUP 401(K) PROFT SHARING PLAN

$2.4M · 5 participants

BERTSCH INVESTMENT STRATEGIES, LLC

BERTSCH INVESTMENT STRATEGIES, LLC 401(K) PLAN