How big is Webull Advisors' plan?

Webull Advisors' plan reported $193K in assets and 4 participants for 2025.

Original filing (PDF)20260428220943NAL0009836593054

Webull Advisors

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

Form 5500-SF

FILING_RECEIVED

Webull Advisors 401(k) Plan

401(k) retirement plan · Webull Advisors' Webull Advisors 401(k) Plan held $193K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

Plan identifiers

Webull Advisors' EIN is 86-1529435.

EIN 86-1529435

Plan number 001

Plan year 2025

ACK ID 20260428220943NAL0009836593054

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEBULL ADVISORS.

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

WEBULL ADVISORS

EIN

all filings

Address

44 WALL ST. · SUITE 201 · NEW YORK, NY · 10005

Phone

(888) 828-0618

Industry

Finance & Insurance

Plan administrator