· 2022–2024 · DOL EFAST2

Wells & Kimich — Wells & Kimich 401(k) Profit, Form 5500 (2025)

Original filing (PDF)20260416105324NAL0027999664001

Wells & Kimich

Form 5500-SF

FILING_RECEIVED

Wells & Kimich 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wells & Kimich's Wells & Kimich 401(k) Profit Sharing Plan & Trust held $806K in plan assets for 18 participants in 2025.

Active participants

18

Accounts w/ balance

10

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WELLS & KIMICH

EIN

74-2067592all filings

Address

5530 BRYSTONE DR · HOUSTON, TX · 770417011

Phone

(713) 856-9900

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

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 All Other Professional Services plans

Esser Design, L.L.C.

Esser Design 401(k) Profit Sharing Plan

$806K · 9 participants

Municipal Equipment Inc.

Municipal Equipment Inc. 401(k) Profit Sharing Plan & Trust

$806K · 61 participants

Live SCAN Fresno Fingerprinting, Inc.

Live SCAN Fresno Fingerprinting, Inc.

$806K · 4 participants

Genius WORX, Inc. 401 (K) Plan

$806K · 2 participants

Digital LION Marketing LLC

Digital LION Marketing LLC Defined Benefit Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.