How big is Wellborn Mechanical Services, Inc.'s plan?

Wellborn Mechanical Services, Inc.'s plan reported $2.8M in assets and 43 participants for 2024.

Original filing (PDF)20250627160016NAL0009903841001

Wellborn Mechanical Services, Inc.

Name: Wellborn Mechanical Services, Inc. — Wellborn, Form 5500 (2024)
Creator: Wellborn Mechanical Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellborn Mechanical Services, Inc. 401(k) Plan

401(k) retirement plan · Wellborn Mechanical Services, Inc.'s Wellborn Mechanical Services, Inc. 401(k) Plan held $2.8M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Wellborn Mechanical Services, Inc.'s EIN is 75-2880667.

EIN 75-2880667

Plan number 001

Plan year 2024

ACK ID 20250627160016NAL0009903841001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellborn Mechanical Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wellborn Mechanical Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLBORN MECHANICAL SERVICES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score