How big is Wellsheet's plan?

Wellsheet's plan reported $484K in assets and 8 participants for 2024.

Original filing (PDF)20251014161629NAL0003380913001

Wellsheet

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

Form 5500-SF

FILING_RECEIVED

Wellsheet Inc. 401(k) Plan

401(k) retirement plan · Wellsheet's Wellsheet Inc. 401(k) Plan held $484K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

People on this filing

Craig Limoli signed Wellsheet's 2024 Form 5500 as plan administrator.

Craig Limoli — 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

Wellsheet's EIN is 81-1118616.

EIN 81-1118616

Plan number 001

Plan year 2024

ACK ID 20251014161629NAL0003380913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellsheet's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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

WELLSHEET

EIN

all filings

Address

1 WASHINGTON PARK · 7TH FLOOR · NEWARK, NJ · 07102

Phone

(347) 978-5936

Industry

Software Publishers· Information / Tech / Media

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

2025-10-14

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)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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