How big is Wells Law's plan?

Wells Law's plan reported $1.1M in assets and 3 participants for 2024.

Original filing (PDF)20250928145812NAL0010129713001

Wells Law

Name: Wells Law — Wells Law Cash Balance Plan, Form 5500 (2024)
Creator: Wells Law
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells Law Cash Balance Plan

Defined-benefit pension plan · Wells Law's Wells Law Cash Balance Plan held $1.1M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Shelby Pierce signed Wells Law's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Wells Law's EIN is 81-3725864.

EIN 81-3725864

Plan number 002

Plan year 2024

ACK ID 20250928145812NAL0010129713001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wells Law's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WELLS LAW

EIN

all filings

Address

PO BOX 1297 · TRINIDAD, CA · 95570

Phone

(775) 400-0092

Industry

Law Offices· Professional & Technical Services

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

2025-09-28

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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