Sponsor portfolio
WELLIS USA INC.
EIN 84-2292504Retail TradeLatest filing 2025
Plans
1
Retirement
1
$142K assets
Welfare
0
Participants
31
20801 BISCAYNE BOULEVARD, SUITE 403 - AVENTURA, FL 33180440-340-9963
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELLIS USA 401K PLAN | 401k | $142K | 31 | 2025 |
Retirement plans