How big is The WELD Trust's plan?

The WELD Trust's plan reported $2.1M in assets and 20 participants for 2024.

Original filing (PDF)20251009104826NAL0006853137001

The WELD Trust

Name: The WELD Trust — The WELD Trust 401(k) Plan, Form 5500 (2024)
Creator: The WELD Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The WELD Trust 401(k) Plan

401(k) retirement plan · The WELD Trust's The WELD Trust 401(k) Plan held $2.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Jeffrey Carlson signed The WELD Trust's 2024 Form 5500 as plan administrator.

Jeffrey Carlson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The WELD Trust's EIN is 74-2358522.

EIN 74-2358522

Plan number 002

Plan year 2024

ACK ID 20251009104826NAL0006853137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The WELD Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The WELD Trust's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE WELD TRUST

EIN

all filings

Address

815 8TH AVENUE · GREELEY, CO · 80631

Phone

(970) 350-6052

Industry

Finance & Insurance

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

2025-10-09

Pension benefit codes

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)

2E · Profit-sharing

2A · Age/service weighted or new comparability

Service providers (Schedule C)

Small plans don't disclose service providers

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