How big is The Welling Group LLC's plan?

The Welling Group LLC's plan reported $187K in assets and 2 participants for 2024.

Original filing (PDF)20250927101631NAL0015061410001

The Welling Group LLC

Name: The Welling Group LLC — The Welling Group 401(k), Form 5500 (2024)
Creator: The Welling Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Welling Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Welling Group LLC's The Welling Group 401(k) Profit Sharing Plan held $187K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

Plan identifiers

The Welling Group LLC's EIN is 85-1917303.

EIN 85-1917303

Plan number 001

Plan year 2024

ACK ID 20250927101631NAL0015061410001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Welling Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Welling Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WELLING GROUP 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