How big is BOLY/Welch, Inc.'s plan?

BOLY/Welch, Inc.'s plan reported $10.1M in assets and 225 participants for 2024.

Original filing (PDF)20250911161909NAL0000344227001

BOLY/Welch, Inc.

Name: BOLY/Welch, Inc. — BOLY/Welch, Inc. Profit Sharing, Form 5500 (2024)
Creator: BOLY/Welch, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BOLY/Welch, Inc. Profit Sharing Plan and Trust

401(k) retirement plan · BOLY/Welch, Inc.'s BOLY/Welch, Inc. Profit Sharing Plan and Trust held $10.1M in plan assets for 225 participants in 2024.

Signals · 1

No auditor on file

Active participants

225

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

Plan identifiers

BOLY/Welch, Inc.'s EIN is 93-1015755.

EIN 93-1015755

Plan number 002

Plan year 2024

ACK ID 20250911161909NAL0000344227001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BOLY/Welch, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BOLY/Welch, Inc.'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 BOLY/WELCH, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score