How big is Wells Professional Consultant Services, LLC's plan?

Wells Professional Consultant Services, LLC's plan reported $943K in assets and 25 participants for 2025.

Original filing (PDF)20260427155345NAL0013916832001

Wells Professional Consultant Services, LLC

Name: Wells Professional Consultant Services, LLC — Form 5500 Plan 001 (2025)
Creator: Wells Professional Consultant Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells Professional Consultant Services 401(k) Plan

401(k) retirement plan · Wells Professional Consultant Services, LLC's Wells Professional Consultant Services 401(k) Plan held $943K in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$943K

Net assets (EOY)

$943K

People on this filing

William Caron signed Wells Professional Consultant Services, LLC's 2025 Form 5500 as plan administrator.

William Caron — 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

Wells Professional Consultant Services, LLC's EIN is 47-5430341.

EIN 47-5430341

Plan number 001

Plan year 2025

ACK ID 20260427155345NAL0013916832001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wells Professional Consultant Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wells Professional Consultant Services, LLC's plan includes a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLS PROFESSIONAL CONSULTANT SERVICES, LLC.

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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

Knocking points off