How big is Weatherly IP Solutions LLC's plan?

Weatherly IP Solutions LLC's plan reported $687K in assets and 3 participants for 2024.

Original filing (PDF)20250724115514NAL0011347746001

Weatherly IP Solutions LLC

Name: Weatherly IP Solutions LLC — Weatherly IP Solutions, Form 5500 (2024)
Creator: Weatherly IP Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weatherly IP Solutions LLC 401(k) Plan

401(k) retirement plan · Weatherly IP Solutions LLC's Weatherly IP Solutions LLC 401(k) Plan held $687K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

People on this filing

James M. Weatherly signed Weatherly IP Solutions LLC's 2024 Form 5500 as plan administrator.

James M. Weatherly — 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

Weatherly IP Solutions LLC's EIN is 85-0733334.

EIN 85-0733334

Plan number 001

Plan year 2024

ACK ID 20250724115514NAL0011347746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weatherly IP Solutions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weatherly IP Solutions LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEATHERLY IP SOLUTIONS 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

Helping the score