How big is Wellings & Co.'s plan?

Wellings & Co.'s plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20250516132743NAL0015502643001

Wellings & Co.

Name: Wellings & Co. — Wellings & Co. 401(k) Plan & Trust, Form 5500 (2024)
Creator: Wellings & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wellings & Co. 401(k) Plan & Trust

401(k) retirement plan · Wellings & Co.'s Wellings & Co. 401(k) Plan & Trust held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Bruce Wellings signed Wellings & Co.'s 2024 Form 5500 as plan administrator.

Bruce Wellings — 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

Wellings & Co.'s EIN is 94-3235519.

EIN 94-3235519

Plan number 001

Plan year 2024

ACK ID 20250516132743NAL0015502643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wellings & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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