How big is Wellen Capital, LLC's plan?

Wellen Capital, LLC's plan reported $1.3M in assets and 7 participants for 2024.

Original filing (PDF)20251015142843NAL0004836273001

Wellen Capital, LLC

Name: Wellen Capital, LLC — Wellen Capital 401(k) Plan, Form 5500 (2024)
Creator: Wellen Capital, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellen Capital 401(k) Plan

401(k) retirement plan · Wellen Capital, LLC's Wellen Capital 401(k) Plan held $1.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Dwayne Kennemore signed Wellen Capital, LLC's 2024 Form 5500 as plan administrator.

Dwayne Kennemore — 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

Wellen Capital, LLC's EIN is 90-0787431.

EIN 90-0787431

Plan number 001

Plan year 2024

ACK ID 20251015142843NAL0004836273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellen Capital, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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 (92nd percentile).

Plan sponsor

Name

WELLEN CAPITAL, LLC

EIN

all filings

Address

1755 PARK STREET, SUITE 200 · NAPERVILLE, IL · 60563

Phone

(224) 274-1519

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator