How big is Wellsmith PLLC's plan?

Wellsmith PLLC's plan reported $933K in assets and 15 participants for 2024.

Original filing (PDF)20250819103411NAL0001096707001

Wellsmith PLLC

Name: Wellsmith PLLC — Case Integrative Health 401(k) Plan, Form 5500 (2024)
Creator: Wellsmith PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Case Integrative Health 401(k) Plan

401(k) retirement plan · Wellsmith PLLC's Case Integrative Health 401(k) Plan held $933K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$933K

Net assets (EOY)

$933K

People on this filing

Matthew Kelley signed Wellsmith PLLC's 2024 Form 5500 as plan administrator.

Matthew Kelley — 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

Wellsmith PLLC's EIN is 83-3825867.

EIN 83-3825867

Plan number 001

Plan year 2024

ACK ID 20250819103411NAL0001096707001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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