Wecare Advisory Partner, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Wecare Advisory Partner, INC.
  • Sponsor EIN: 822575069
  • Sponsor Address: 1768 BRANT CIRCLE, EAGAN, OH, 55122
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $207,936

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$207,936$3,139$15,692
20241$207,936$3,139$15,692
20231$299,151$2,990$14,823
20222$216,029$5,230$29,369

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