How big is Wesley & Associates' plan?

Wesley & Associates' plan reported $198K in assets and 5 participants for 2024.

Original filing (PDF)20250724142505NAL0007330464001

Wesley & Associates

Name: Wesley & Associates — Wesley & Associates Retirement, Form 5500 (2024)
Creator: Wesley & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wesley & Associates Retirement Plan

401(k) retirement plan · Wesley & Associates' Wesley & Associates Retirement Plan held $198K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Wesley YUN signed Wesley & Associates' 2024 Form 5500 as plan administrator.

Wesley YUN — 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

Wesley & Associates' EIN is 20-0693763.

EIN 20-0693763

Plan number 001

Plan year 2024

ACK ID 20250724142505NAL0007330464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wesley & Associates' plan includes a 401(k) feature.

Decision-maker contacts

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

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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