How big is Webull Financial LLC's plan?

Webull Financial LLC's plan reported $935K in assets and 60 participants for 2025.

Original filing (PDF)20260406220223NAL0009897315061

Webull Financial LLC

Name: Webull Financial LLC — Webull Financial LLC 401(k), Form 5500 (2025)
Creator: Webull Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Webull Financial LLC 401(k) Plan

401(k) retirement plan · Webull Financial LLC's Webull Financial LLC 401(k) Plan held $935K in plan assets for 60 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$935K

Net assets (EOY)

$935K

Plan identifiers

Webull Financial LLC's EIN is 82-1664890.

EIN 82-1664890

Plan number 001

Plan year 2025

ACK ID 20260406220223NAL0009897315061

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Webull Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off