Form 5500 Search

WELLINGTON FINANCIAL GROUP

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
251
Total plan assets
$2.6M
Filings (rows)
1
Direct comp
$30K
Indirect comp
$0

SERVICES PROVIDED

TPA / Administrator1

Top plans served

All 1 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AVESTA HOMES, LLC
AVESTA HOMES, LLC 401(K) PLAN & TRUST
AUSTIN, TX
TPA / Administrator
TPA FEES
251$2.6M$30K