How big is Wells Trumbull, PLLC's plan?

Wells Trumbull, PLLC's plan reported $205K in assets and 6 participants for 2024.

Original filing (PDF)20251009153156NAL0003705203001

Wells Trumbull, PLLC

Name: Wells Trumbull, PLLC — Wells Trumbull, PLLC 401(k), Form 5500 (2024)
Creator: Wells Trumbull, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wells Trumbull, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wells Trumbull, PLLC's Wells Trumbull, PLLC 401(k) Profit Sharing Plan held $205K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

Plan identifiers

Wells Trumbull, PLLC's EIN is 88-0714765.

EIN 88-0714765

Plan number 001

Plan year 2024

ACK ID 20251009153156NAL0003705203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wells Trumbull, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wells Trumbull, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WELLS TRUMBULL, PLLC.

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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