How big is Wells Global, PLLC's plan?

Wells Global, PLLC's plan reported $7.1M in assets and 43 participants for 2024.

Original filing (PDF)20250624123706NAL0009924896001

Wells Global, PLLC

Name: Wells Global, PLLC — Wells Global, PLLC 401(k) Plan, Form 5500 (2024)
Creator: Wells Global, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells Global, PLLC 401(k) Plan

401(k) retirement plan · Wells Global, PLLC's Wells Global, PLLC 401(k) Plan held $7.1M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Daniel Carter signed Wells Global, PLLC's 2024 Form 5500 as plan administrator.

Daniel Carter — 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 Global, PLLC's EIN is 56-2233701.

EIN 56-2233701

Plan number 001

Plan year 2024

ACK ID 20250624123706NAL0009924896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wells Global, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wells Global, PLLC's plan includes profit-sharing, 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 WELLS GLOBAL, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

WELLS GLOBAL, PLLC

EIN

all filings

Address

4540 PRESLYN DRIVE · RALEIGH, NC · 27616

Phone

(919) 534-3557

Industry

Electrical Contractors· Construction

Plan administrator