How big is Wellness Partners, LLC d/b/a Whipstitch Capital's plan?

Wellness Partners, LLC d/b/a Whipstitch Capital's plan reported $2.4M in assets and 11 participants for 2024.

Original filing (PDF)20250515163640NAL0013561795001

Wellness Partners, LLC d/b/a Whipstitch Capital

Name: Wellness Partners, LLC d/b/a Whipstitch Capital — Form 5500 Plan 001 (2024)
Creator: Wellness Partners, LLC d/b/a Whipstitch Capital
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellness Partners LLC DBA Whipstitch Capital 401(k) Plan

401(k) retirement plan · Wellness Partners, LLC d/b/a Whipstitch Capital's Wellness Partners LLC DBA Whipstitch Capital 401(k) Plan held $2.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Wellness Partners, LLC d/b/a Whipstitch Capital's EIN is 47-3452676.

EIN 47-3452676

Plan number 001

Plan year 2024

ACK ID 20250515163640NAL0013561795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellness Partners, LLC d/b/a Whipstitch Capital from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellness Partners, LLC d/b/a Whipstitch Capital'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 WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL.

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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 (92nd percentile).

Plan sponsor

Name

WELLNESS PARTNERS, LLC D/B/A WHIPSTITCH CAPITAL

EIN

all filings

Address

23 LEDGEWOOD DRIVE · YARMOUTH, ME · 04096

Phone

(508) 954-4931

Industry

Finance & Insurance

Plan administrator