How big is Welby Gardens, LLC's plan?

Welby Gardens, LLC's plan reported $3.5M in assets and 54 participants for 2024.

Original filing (PDF)20251009171255NAL0011444192001

Welby Gardens, LLC

Name: Welby Gardens, LLC — Welby Gardens 401(k) Plan, Form 5500 (2024)
Creator: Welby Gardens, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Welby Gardens 401(k) Plan

401(k) retirement plan · Welby Gardens, LLC's Welby Gardens 401(k) Plan held $3.5M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Marty Gerace signed Welby Gardens, LLC's 2024 Form 5500 as plan administrator.

Marty Gerace — 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

Welby Gardens, LLC's EIN is 84-2033381.

EIN 84-2033381

Plan number 001

Plan year 2024

ACK ID 20251009171255NAL0011444192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Welby Gardens, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Welby Gardens, 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 WELBY GARDENS, LLC.

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Plan health score

Above-average plan

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