Department of Labor filing

THE WEALSHIRE, LLC

THE WEALSHIRE 401(K) PLAN · For the plan year ended Dec 31, 2022

Public filing 2022 · received Oct 12, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

26filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$84

Reported employer contributions per active participant.

Higher than about 14% of comparable plans

#People in the filing

120

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$49 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 54% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202226out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions14th percentileTypical peer $554 · based on 687 comparable plans

Lower reported administrative expense54th percentileTypical peer $55 · based on 760 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, THE WEALSHIRE, LLC reported $10,056 in employer contributions across the plan and 120 active participants. That works out to $84 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy89%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context26/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $10,056
Participant contributions: $211,886
Other contributions: $75,720
Employer share of reported contributions: 4.5%
Beginning assets: $852,369
Ending assets: $934,603
Ending net assets: $934,603
Ending liabilities: $0
Total income: $164,223
Total expenses: $81,989
Administrative expenses: $6,789
Participant loans: $24,065

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$84

Plan-paid administrative expenses per participant

2022

$49

Active participants

2022

120

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2022	$84	120	934.6K	20231012160108NAL0043092896001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 263304251-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2017
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2J2K2F2G3D2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
MML INVESTORS SERVICES, LLC	2022	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20231012160108NAL0043092896001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗