Department of Labor filing

WELLMORE, INC.

WELLMORE, INC. 401(K) AND PROFIT SHARING PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 8, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

36filing 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

$1,620

Reported employer contributions per active participant.

Higher than about 33% of comparable plans

#People in the filing

317

Active participants reported for 2024.

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

¢Visible plan-paid fees

$172 / participant

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

Lower cost than about 43% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.6%, 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 · 202436out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions33rd percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense43rd percentileTypical peer $143 · based on 2,373 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 Jun 30, 2025, WELLMORE, INC. reported $513,581 in employer contributions across the plan and 317 active participants. That works out to $1,620 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 proxy74%

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 9.3%

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

Expense trendUp 14.0%

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

Peer context36/100

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: $513,581
Participant contributions: $538,698
Other contributions: $9,361
Employer share of reported contributions: 48.8%
Beginning assets: $9,473,555
Ending assets: $10,663,943
Ending net assets: $10,663,943
Ending liabilities: $0
Total income: $2,162,962
Total expenses: $972,574
Administrative expenses: $84,226
Participant loans: $109,151

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

$1,482

2023

$1,625

2024

$1,620

Plan-paid administrative expenses per participant

2022

$151

2023

$150

2024

$172

Active participants

2022

232

2023

279

2024

317

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,620	317	10.7M	20260408130111NAL0011456832001
2023	$1,625	279	9.5M	20250320150225NAL0013018258001
2022	$1,482	232	8.5M	20240405152956NAL0029859858001

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: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 060669107-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2006
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
2A2E2F2G2J2T3D

Current plan terms

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Filing ACK_ID20260408130111NAL0011456832001

Data sourceDOL Form 5500 bulk data ↗

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