PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. The Welch Group, LLC

Filings through Oct 24, 2026.

The Welch Group, LLC

EIN 63-1231262-public relations and communications-Latest filing 2025
Plans
1
Retirement
1
$26.2M assets
Health & Benefits
0
Participants
42
3940 MONTCLAIR ROAD, SUITE 500 - BIRMINGHAM, AL 35213205-879-5001LinkedIn1-10 employeespublic relations and communications
Plans on this EIN
1 filing
#003401(k)-$26.2M - 42 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#003

THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$26.2M
Participants42
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN401(k)$26.2M422025
  • THE WELCH GROUP, LLC 401(K) PROFIT SHARING PLAN$26.2M
    #003 · 401(k) · 202542
Retirement plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica