How big is WKL Consulting's plan?

WKL Consulting's plan reported $662K in assets and 3 participants for 2024.

Original filing (PDF)20250804180107NAL0001158545001

WKL Consulting

Name: WKL Consulting — WKL Consulting 401(k) Plan, Form 5500 (2024)
Creator: WKL Consulting
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WKL Consulting 401(k) Plan

401(k) retirement plan · WKL Consulting's WKL Consulting 401(k) Plan held $662K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$662K

Net assets (EOY)

$662K

People on this filing

William Lee signed WKL Consulting's 2024 Form 5500 as plan administrator.

William Lee — 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

WKL Consulting's EIN is 13-4162776.

EIN 13-4162776

Plan number 001

Plan year 2024

ACK ID 20250804180107NAL0001158545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WKL Consulting from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WKL Consulting'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 WKL CONSULTING.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Plan sponsor

Name

WKL CONSULTING

EIN

all filings

Address

222 BROADWAY · SUITE 1907 · NEW YORK, NY · 10038

Phone

(646) 723-2301

Industry

Professional & Technical Services

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

2025-08-04

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Brinker LLC

Brinker LLC 401(k) and Profit Sharing Plan

$662K · 8 participants

GLM, Inc.

GLM, Inc. 401(k) Plan

$662K · 27 participants

Merchants Bookkeeping and Tax SE

Merchants Bookkeeping and Tax Service 401(k) Plan

$663K · 6 participants

California Tax Advisory, Inc.

CTA 401(k) Profit Sharing Plan

$662K · 2 participants

Stephen H. Watson & Associates, Inc.

Watson & Company 401(k) Profit Sharing Plan

$663K · 7 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.