How big is Wellist, LLC's plan?

Wellist, LLC's plan reported $439K in assets and 35 participants for 2024.

Original filing (PDF)20250514144154NAL0043216978001

Wellist, LLC

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

Form 5500-SF

FILING_RECEIVED

Wellist 401(k) Plan

401(k) retirement plan · Wellist, LLC's Wellist 401(k) Plan held $439K in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

People on this filing

Scott W. REID signed Wellist, LLC's 2024 Form 5500 as plan administrator.

Scott W. REID — 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

Wellist, LLC's EIN is 90-1000707.

EIN 90-1000707

Plan number 001

Plan year 2024

ACK ID 20250514144154NAL0043216978001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Plan sponsor

Name

WELLIST, LLC

EIN

all filings

Address

613 BERKSHIRE DR · PITTSBURGH, PA · 15215

Phone

(617) 744-3292

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-14

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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