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THE WELBURN ORGANIZATION, LLC — THE WELBURN ORGANIZATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718151159NAL0003303314001
THE WELBURN ORGANIZATION, LLC
Form 5500-SF
FILING_RECEIVED
THE WELBURN ORGANIZATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
483
Accounts w/ balance
30
Plan assets (EOY)
$132K
Net assets (EOY)
$132K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE WELBURN ORGANIZATION, LLC
.
Find decision makers
Plan sponsor
Name
THE WELBURN ORGANIZATION, LLC
EIN
47-3499319
Address
2608 ERWIN ROAD - SUITE 148-279 · DURHAM, NC · 27705
Phone
(919) 884-8247
Industry
Accommodation & Food Services
see 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
2025-07-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
Only 6% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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