How big is Welch & Yonkers, LLC's plan?

Welch & Yonkers, LLC's plan reported $2.2M in assets and 2 participants for 2025.

Original filing (PDF)20260505141912NAL0001163761001

Welch & Yonkers, LLC

Name: Welch & Yonkers, LLC — Welch & Yonkers, LLC 401(k), Form 5500 (2025)
Creator: Welch & Yonkers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welch & Yonkers, LLC 401(k) Plan

401(k) retirement plan · Welch & Yonkers, LLC's Welch & Yonkers, LLC 401(k) Plan held $2.2M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Kelly Welch signed Welch & Yonkers, LLC's 2025 Form 5500 as plan administrator.

Kelly Welch — 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

Welch & Yonkers, LLC's EIN is 52-2303095.

EIN 52-2303095

Plan number 001

Plan year 2025

ACK ID 20260505141912NAL0001163761001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Welch & Yonkers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Welch & Yonkers, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELCH & YONKERS, 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

Helping the score