How big is Wilson, BUSH & Keefe's plan?

Wilson, BUSH & Keefe's plan reported $2.6M in assets and 6 participants for 2024.

Original filing (PDF)20250505084514NAL0007929649001

Wilson, BUSH & Keefe

Name: Wilson, BUSH & Keefe — Wilson, BUSH & Keefe 401(k), Form 5500 (2024)
Creator: Wilson, BUSH & Keefe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson, BUSH & Keefe 401(k) Plan

401(k) retirement plan · Wilson, BUSH & Keefe's Wilson, BUSH & Keefe 401(k) Plan held $2.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Eric Wilson signed Wilson, BUSH & Keefe's 2024 Form 5500 as plan administrator.

Eric Wilson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wilson, BUSH & Keefe's EIN is 02-0502142.

EIN 02-0502142

Plan number 001

Plan year 2024

ACK ID 20250505084514NAL0007929649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson, BUSH & Keefe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson, BUSH & Keefe's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON, BUSH & KEEFE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score