Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WELTON INVESTMENT PARTNERS LLC
EIN 47-1056813investment managementLatest filing 2025
Plans
2
Retirement
2
$20.9M assets
Welfare
0
Participants
56
56B 5TH STREET, LOT 1 #6147 - CARMEL, CA 93921831-626-5190welton.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.9M assets / 56 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN
401k
Assets$15.5M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
WELTON INVESTMENT PARTNERS LLC RETIREMENT PLAN
CashBalance
Assets$5.4M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELTON INVESTMENT PARTNERS LLC PROFIT SHARING 401(K) PLAN | 401k | $15.5M | 36 | 2025 | |
| 002 | WELTON INVESTMENT PARTNERS LLC RETIREMENT PLAN | CashBalance | $5.4M | 20 | 2024 |
Retirement plans