How big is Wellesley Private Advisors LLC's plan?

Wellesley Private Advisors LLC's plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20250528095119NAL0004318259001

Wellesley Private Advisors LLC

Name: Wellesley Private Advisors LLC — Wellesley Private, Form 5500 (2024)
Creator: Wellesley Private Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellesley Private Advisors LLC 401(k) Plan

401(k) retirement plan · Wellesley Private Advisors LLC's Wellesley Private Advisors LLC 401(k) Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Robert Edmunds signed Wellesley Private Advisors LLC's 2024 Form 5500 as plan administrator.

Robert Edmunds — 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

Wellesley Private Advisors LLC's EIN is 81-3429452.

EIN 81-3429452

Plan number 001

Plan year 2024

ACK ID 20250528095119NAL0004318259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellesley Private Advisors LLC'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 WELLESLEY PRIVATE ADVISORS LLC.

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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