· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WELLINGTON & COMPANY INC — WELLINGTON & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250725090513NAL0006414113001
WELLINGTON & COMPANY INC
Form 5500-SF
FILING_RECEIVED
WELLINGTON & COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
3
Plan assets (EOY)
$640K
Net assets (EOY)
$640K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WELLINGTON & COMPANY INC
.
Find decision makers
Plan sponsor
Name
WELLINGTON & COMPANY INC
EIN
72-1476766
Address
505 ROYAL ST · NEW ORLEANS, LA · 701302113
Phone
(504) 525-4855
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
MELBY'S JEWELERS, INC.
MELBY'S JEWELERS, INC. 401(K) PLAN
$639K · 4 participants
ADW KLEINHENZ, LLC
ADW KLEINHENZ, LLC 401(K) PROFIT SHARING PLAN
$637K · 11 participants
WATCH AND ACCESSORY CO.
WATCH AND ACCESSORY CO. DEFINED BENEFIT PLAN
$637K · 5 participants
MCINTOSH JEWELRY, INC.
MCINTOSH JEWELRY, INC. 401(K) PLAN
$636K · 5 participants
SCHROTH & LORENSON'S JEWELERS, INC
SCHROTH & LORENSON'S JEWELERS, INC 401(K) PLAN
$645K · 3 participants
80
Knocking points off
60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
S. LENNON & COMPANY JEWELERS, INC.
S. LENNON & COMPANY JEWELERS, INC. 401(K) RETIREMENT PLAN
$629K · 3 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
