How big is Wellis USA Inc.'s plan?

Wellis USA Inc.'s plan reported $144K in assets and 21 participants for 2024.

Original filing (PDF)20251013153413NAL0000772595001

Wellis USA Inc.

Name: Wellis USA Inc. — Wellis USA 401(k) Plan, Form 5500 (2024)
Creator: Wellis USA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellis USA 401(k) Plan

401(k) retirement plan · Wellis USA Inc.'s Wellis USA 401(k) Plan held $144K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

Plan identifiers

Wellis USA Inc.'s EIN is 84-2292504.

EIN 84-2292504

Plan number 001

Plan year 2024

ACK ID 20251013153413NAL0000772595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wellis USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WELLIS USA INC.

EIN

all filings

Address

20801 BISCAYNE BOULEVARD, SUITE 403 · AVENTURA, FL · 33180

Phone

(440) 340-9963

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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