Sponsor portfolio
WELCH & ASSOCIATES, LLC
EIN 43-1794646Latest filing 2025
Plans
2
Retirement
1
$158K assets
Welfare
1
Participants
13
920 MAIN ST., SUITE 640 - KANSAS CITY, MO 64105816-756-2620
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WELCH & ASSOCIATES, L.L.C. 401(K) PLAN
401k
Assets$158K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELCH & ASSOCIATES, LLC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELCH & ASSOCIATES, L.L.C. 401(K) PLAN | 401k | $158K | 10 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELCH & ASSOCIATES, LLC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans