OpenERISA

Wellington Advisors LLC

High Point, NC, 272651534

EIN 20-2772142
Plans
2
Total participants
523
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
531310
Plan sponsors in North CarolinaReal Estate, Rental & Leasing

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Wellington Advisors LLC 401(K) Plan47
2023Form 5500-SF001Wellington Advisors LLC 401(K) Plan54
2022Form 5500001Wellington Advisors LLC 401(K) Plan53
2021Form 5500001Wellington Advisors LLC 401(K) Plan79
2021Form 5500501Wellington Advisors, LLC Health & Welfare Benefits Plan70
2020Form 5500001Wellington Advisors LLC 401(K) Plan108
2020Form 5500501Wellington Advisors, LLC Health & Welfare Benefits Plan112

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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