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Original filing (PDF)20251210071044NAL0004771425001
WILEY MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
WILEY MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.8 moNo recordkeeper disclosed
Active participants
409
Accounts w/ balance
151
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
97
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 37% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILEY MANAGEMENT, INC..
Plan sponsor
Name
WILEY MANAGEMENT, INC.
EIN
02-0437733
Address
2121 DOVER ROAD · EPSOM, NH · 03234
Phone
(603) 736-4854
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TAWNEY PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $2.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date-R3 32,749 shares | — | — | $33K | $556K | 19.2% | |
| American Funds 2035 Target Date-R3 20,691 shares | — | — | $21K | $387K | 13.3% | |
| American Funds 2050 Target Date-R3 16,668 shares | — | — | $17K | $341K | 11.7% | |
| American Funds 2040 Target Date-R3 15,525 shares | — | — | $16K | $313K | 10.8% | |
| American Funds 2055 Target Date-R3 7,439 shares | — | — | $7K | $191K | 6.6% | |
| American Funds 2045 Target Date-R3 7,923 shares | — | — | $8K | $164K | 5.7% | |
| AF U.S. Government Money Market-R3 158,173 shares | — | — | $158K | $158K | 5.4% | |
| AF Moderate Growth and Income-R3 7,941 shares | — | — | $8K | $143K | 4.9% | |
| American Funds 2060 Target Date-R3 7,865 shares | — | — | $8K | $139K | 4.8% | |
| AF The Growth Fund of America-R3 1,420 shares | — | — | $1K | $102K | 3.5% | |
| AF American Balanced Fund-R3 2,664 shares | — | — | $3K | $91K | 3.1% | |
| AF Washington Mutual Investors Fund-R3 1,274 shares | — | — | $1K | $77K | 2.7% | |
| American Funds 2025 Target Date-R3 4,213 shares | — | — | $4K | $63K | 2.2% | |
| American Funds 2010 Target Date-R3 76 shares 876 * American Funds 2015 Target Date-R3 73 shares 881 * American Funds 2020 Target Date-R3 3,315 shares | — | — | $3K | $44K | 1.5% | |
| AF Growth And Income Portfolio-R3 2,172 shares | — | — | $2K | $41K | 1.4% | |
| AF The Bond Fund of America-R3 2,673 shares | — | — | $3K | $30K | 1.0% | |
| American Funds 2065 Target Date-R3 1,099 shares | — | — | $1K | $19K | 0.7% | |
| AF Global Growth Portfolio-R3 727 shares | — | — | — | $16K | 0.6% | |
| AF Growth Portfolio-R3 318 shares | — | — | — | $8K | 0.3% | |
| AF Preservation Portfolio-R3 80 shares 746 * AF Conservative Growth and Income-R3 459 shares | — | — | — | $6K | 0.2% | |
| American Funds 2070 Target Date-R3 427 shares | — | — | — | $5K | 0.2% | |
| Capital World Growth and Income-R3 71 shares | — | — | — | $4K | 0.2% | |
| AF Eupac Fund-R3 71 shares | — | — | — | $4K | 0.1% |
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