Original filing (PDF)20250725134819NAL0003213379001

WELCOME FUNDS INC.

Name: WELCOME FUNDS INC. — WELCOME FUNDS INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: WELCOME FUNDS INC.

Form 5500-SF

FILING_RECEIVED

WELCOME FUNDS INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELCOME FUNDS INC..

Plan sponsor

Name

WELCOME FUNDS INC.

EIN

65-0973973

Address

4755 TECHNOLOGY WAY, SUITE 202 · SUITE 202 · BOCA RATON, FL · 33431

Phone

(561) 862-0244

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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