How big is Wilkinson Real Estate Inc.'s plan?

Wilkinson Real Estate Inc.'s plan reported $68K in assets and 5 participants for 2024.

Original filing (PDF)20250924120442NAL0017033586001

Wilkinson Real Estate Inc.

Name: Wilkinson Real Estate Inc. — The Wilkinson Team, Form 5500 (2024)
Creator: Wilkinson Real Estate Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wilkinson Team 401(k) Plan

401(k) retirement plan · Wilkinson Real Estate Inc.'s The Wilkinson Team 401(k) Plan held $68K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

People on this filing

Rachelle Wilkinson signed Wilkinson Real Estate Inc.'s 2024 Form 5500 as plan administrator.

Rachelle Wilkinson — 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

Wilkinson Real Estate Inc.'s EIN is 20-4026438.

EIN 20-4026438

Plan number 001

Plan year 2024

ACK ID 20250924120442NAL0017033586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilkinson Real Estate Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilkinson Real Estate Inc.'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 WILKINSON REAL ESTATE 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