Original filing (PDF)20250605141931NAL0033407906001

WILBERT-WENNER AGENCY, INC.

Name: WILBERT-WENNER AGENCY, INC. — WILBERT-WENNER AGENCY, INC. SAFE HARBOR 401K PLAN, Form 5500 (2024)
Creator: WILBERT-WENNER AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

WILBERT-WENNER AGENCY, INC. SAFE HARBOR 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$969K

Net assets (EOY)

$969K

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).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILBERT-WENNER AGENCY, INC.

EIN

16-1283760all filings

Address

P O BOX 520 · 995 STATE ROUTE 26 · WEST LEYDEN, NY · 13489

Phone

(315) 942-4624

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