How big is Welcome Funds Inc.'s plan?

Welcome Funds Inc.'s plan reported $4.3M in assets and 16 participants for 2024.

Original filing (PDF)20250724150610NAL0005012097001

Welcome Funds Inc.

Name: Welcome Funds Inc. — Welcome Funds Inc. 401(k), Form 5500 (2024)
Creator: Welcome Funds Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welcome Funds Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Welcome Funds Inc.'s Welcome Funds Inc. 401(k) Profit Sharing Plan held $4.3M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Welcome Funds Inc.'s EIN is 65-0973973.

EIN 65-0973973

Plan number 001

Plan year 2024

ACK ID 20250724150610NAL0005012097001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Welcome Funds Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Welcome Funds Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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