Wells Thomas, Llc
The Wells Thomas team provides consulting and administrative services for over 900 retirement plans. Plan types include 401(k), profit sharing, prevailing wage, 403(b), 457, cash balance and traditional defined benefit plans. With an average of more than 20 years experience in the field, each staff member is focused on providing straightforward yet comprehensive strategies that best fit the individual needs and objectives of each and every client. Understanding that the success of a retirement plan is a direct result of the administrative services received, all of us at Wells Thomas are committed to a hands-on approach in providing a full array of options.
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Verified contacts
11
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
8
indexed titles
Tech stack
0
tools in use
Monthly traffic
7
organic / mo
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- ST
Sean Thomas
Principal · Finance & Accounting
EmailPhone - DB
Diane Bessoni
Administrator · Operations
EmailPhone - JN
Justin Nana
Administrator · Operations
EmailPhone - LR
Lilia Richetelli
Retirement Plan Administrator · Finance & Accounting
EmailPhone - AG
Amy Glanovsky
Office Manager · Operations
EmailPhone - CR
Cody Recanati
Client Service Representative · Customer/Client Service
EmailPhone - CC
Crystele Cataldi
Administrative Assistant · Operations
EmailPhone - PH
Patricia Howe
Retirement Plan Consultant · Finance & Accounting
EmailPhone - SS
Sarah Sawasawa
Client Service Representative · Customer/Client Service
EmailPhone
Showing 9 of 11 verified contacts
Top roles at Wells Thomas, Llc
8 distinct titles indexed · top 8 shown.
- 2administrator
- 2client service representative
- 2retirement plan administrator
- 1administrative assistant
- 1customer service representative
- 1office manager
- 1principal
- 1retirement plan consultant
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