WELLS PROFESSIONAL CONSULTANT SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
9
Plan assets (EOY)
$754K
Net assets (EOY)
$754K
Plan health score
85
/ 100
Grade A
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
47
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLS PROFESSIONAL CONSULTANT SERVICES, LLC.
Plan sponsor
Name
WELLS PROFESSIONAL CONSULTANT SERVICES, LLC
EIN
47-5430341
Address
31 JAMES STREET · WELLS, ME · 04090
Phone
(207) 451-0979
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-06-10
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2A · Age/service weighted or new comparability
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
