How big is Wello Inc.'s plan?

Wello Inc.'s plan reported $288K in assets and 9 participants for 2025.

Original filing (PDF)20260423220655NAL0011037586071

Wello Inc.

Name: Wello Inc. — Wello Inc. 401(k) Plan, Form 5500 (2025)
Creator: Wello Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wello Inc. 401(k) Plan

401(k) retirement plan · Wello Inc.'s Wello Inc. 401(k) Plan held $288K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$288K

Net assets (EOY)

$288K

Plan identifiers

Wello Inc.'s EIN is 85-4126872.

EIN 85-4126872

Plan number 001

Plan year 2025

ACK ID 20260423220655NAL0011037586071

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wello Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

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

Plan sponsor

Name

WELLO INC

EIN

all filings

Address

2710 EXECUTIVE DRIVE · GREEN BAY, WI · 54304

Phone

(920) 309-2202

Industry

Retail Trade

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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