How big is Woolley Capital Partners, LLC's plan?

Woolley Capital Partners, LLC's plan reported $443K in assets and 6 participants for 2025.

Original filing (PDF)20260429143020NAL0024154978001

Woolley Capital Partners, LLC

Name: Woolley Capital Partners, LLC — Woolley Capital, Form 5500 (2025)
Creator: Woolley Capital Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Woolley Capital Partners, LLC Retirement Savings Plan

401(k) retirement plan · Woolley Capital Partners, LLC's Woolley Capital Partners, LLC Retirement Savings Plan held $443K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$443K

Net assets (EOY)

$443K

Plan identifiers

Woolley Capital Partners, LLC's EIN is 83-3094147.

EIN 83-3094147

Plan number 002

Plan year 2025

ACK ID 20260429143020NAL0024154978001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Woolley Capital Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Woolley Capital Partners, 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 WOOLLEY CAPITAL PARTNERS, 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