How big is Welcome Funds Inc.'s plan?

Welcome Funds Inc.'s plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20250725134819NAL0003213379001

Welcome Funds Inc.

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

Form 5500-SF

FILING_RECEIVED

Welcome Funds Inc. Cash Balance Plan

Defined-benefit pension plan · Welcome Funds Inc.'s Welcome Funds Inc. Cash Balance Plan held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

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

EIN 65-0973973

Plan number 002

Plan year 2024

ACK ID 20250725134819NAL0003213379001

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 a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELCOME FUNDS INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score