Original filing (PDF)20230601145210NAL0042853698001

WELLER ARCHITECTS P.C.

Name: WELLER ARCHITECTS P.C. — WELLER ARCHITECTS P.C. 401K PLAN, Form 5500 (2022)
Creator: WELLER ARCHITECTS P.C.

Form 5500-SF

FILING_RECEIVED

WELLER ARCHITECTS P.C. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLER ARCHITECTS P.C..

Plan sponsor

Name

WELLER ARCHITECTS P.C.

EIN

85-0303916

Address

401 ALVARADO DRIVE S.E. STE D · ALBUQUERQUE, NM · 87108

Phone

(505) 239-4114

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-10-01

Tax period

2022-12-22

Filed

2023-06-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TIEMENS LAND SURVEYING, INC.

TIEMENS LAND SURVEYING, INC. 401(K) & PROFIT SHARING PLAN

DELSON OR SHERMAN ARCHITECTS, P.C.

DELSON OR SHERMAN ARCHITECTS, P. C 401(K) PROFIT SHARING PLAN

PAUL STRESING ASSOCIATES, INC.

PAUL STRESING ASSOCIATES, INC. DEFINED BENEFIT PLAN

JEFFREY M. KALBAN & ASSOCIATES ARCHITECTURE, INC.

JEFFREY M. KALBAN & ASSOCIATES ARCHITECTURE, INC. 401(K) PROFIT SHARING PLAN

DUART MULL, LLC