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Sponsor portfolio

WELFLE, INC.

EIN 34-1730290-Construction-Latest filing 2025
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
21
797 STATE ROUTE 61 EAST - NORWALK, OH 44857419-663-1121welfle.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$3.2M - 17 part#002CashBalance-$1.1M - 4 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 21 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • WELFLE, INC. 401(K) (#001)74%
  • CASH BALANCE PLAN (#002)26%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WELFLE, INC. 401(K) (#001)17
  • CASH BALANCE PLAN (#002)4
Total 21Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WELFLE, INC. 401(K) PLAN

401k

Assets$3.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

WELFLE, INC. CASH BALANCE PLAN

CashBalance

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WELFLE, INC. 401(K) PLAN401k$3.2M172025
002WELFLE, INC. CASH BALANCE PLANCashBalance$1.1M42025
Retirement plans
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