The Wells Group, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Wells Group, LLC
  • Sponsor EIN: 610710998
  • Sponsor Address: 611 WEST MAIN STREET, WEST LIBERTY, KY, 41472
  • Plan Type: 401(k)
  • Plan Number: 502
  • Total Participants: 327
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024327$0$0$0
2023277$0$0$0
2022269$0$0$0

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