How big is The Welburn Organization, LLC's plan?

The Welburn Organization, LLC's plan reported $132K in assets and 483 participants for 2024.

Original filing (PDF)20250718151159NAL0003303314001

The Welburn Organization, LLC

Name: The Welburn Organization, LLC — The Welburn, Form 5500 (2024)
Creator: The Welburn Organization, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Welburn Organization 401(k) Plan

401(k) retirement plan · The Welburn Organization, LLC's The Welburn Organization 401(k) Plan held $132K in plan assets for 483 participants in 2024.

Signals · 1

No auditor on file

Active participants

483

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Marcus Bowie signed The Welburn Organization, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

The Welburn Organization, LLC's EIN is 47-3499319.

EIN 47-3499319

Plan number 001

Plan year 2024

ACK ID 20250718151159NAL0003303314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Welburn Organization, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Welburn Organization, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score