How big is WE Deliver Well's plan?

WE Deliver Well's plan reported $388K in assets and 52 participants for 2024.

Original filing (PDF)20250715220528NAL0003677488001

WE Deliver Well

Name: WE Deliver Well — WE Deliver Well Retirement Trust, Form 5500 (2024)
Creator: WE Deliver Well
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WE Deliver Well Retirement Trust

401(k) retirement plan · WE Deliver Well's WE Deliver Well Retirement Trust held $388K in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$388K

Net assets (EOY)

$388K

People on this filing

Monica McKelvin signed WE Deliver Well's 2024 Form 5500 as plan administrator.

Monica McKelvin — 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

WE Deliver Well's EIN is 87-1928450.

EIN 87-1928450

Plan number 001

Plan year 2024

ACK ID 20250715220528NAL0003677488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WE Deliver Well from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WE Deliver Well's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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

Knocking points off