How big is WJ Donovan Group, Inc.'s plan?

WJ Donovan Group, Inc.'s plan reported $934K in assets and 31 participants for 2025.

Original filing (PDF)20260513110926NAL0007503521001

WJ Donovan Group, Inc.

Name: WJ Donovan Group, Inc. — WJ Donovan Group, Inc., Form 5500 (2025)
Creator: WJ Donovan Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WJ Donovan Group, Inc. 401(k) P/S Plan

401(k) retirement plan · WJ Donovan Group, Inc.'s WJ Donovan Group, Inc. 401(k) P/S Plan held $934K in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$934K

Net assets (EOY)

$934K

People on this filing

Ryan Schofield signed WJ Donovan Group, Inc.'s 2025 Form 5500 as plan administrator.

Ryan Schofield — 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

WJ Donovan Group, Inc.'s EIN is 04-3414369.

EIN 04-3414369

Plan number 001

Plan year 2025

ACK ID 20260513110926NAL0007503521001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for WJ Donovan Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

WJ Donovan Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WJ DONOVAN GROUP, INC.

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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