Original filing (PDF)20250416085312NAL0004814161001

WELLS DESIGN GROUP

Name: WELLS DESIGN GROUP — WELLS DESIGN GROUP 401K PLAN, Form 5500 (2024)
Creator: WELLS DESIGN GROUP

Form 5500-SF

FILING_RECEIVED

WELLS DESIGN GROUP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WELLS DESIGN GROUP

EIN

65-0807523

Address

2060 NW BOCA RATON BLVD SUITE #4 · WELLS DESIGN GROUP · BOCA RATON, FL · 33431

Phone

(561) 998-4851

Industry