Original filing (PDF)20251013150009NAL0001472657004

DR. WILSON AND DR. KRAUSE LLC

Name: DR. WILSON AND DR. KRAUSE LLC — DR WILSON AND DR KRAUSE, LLC 401(K)PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DR. WILSON AND DR. KRAUSE LLC

Form 5500-SF

FILING_RECEIVED

DR WILSON AND DR KRAUSE, LLC 401(K)PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. WILSON AND DR. KRAUSE LLC.

Plan sponsor

Name

DR. WILSON AND DR. KRAUSE LLC

EIN