How big is WRJ Design Associates, Ltd.'s plan?

WRJ Design Associates, Ltd.'s plan reported $2.5M in assets and 14 participants for 2024.

Original filing (PDF)20250930123645NAL0005491619001

WRJ Design Associates, Ltd.

Name: WRJ Design Associates, Ltd. — WRJ Design Associates, Form 5500 (2024)
Creator: WRJ Design Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WRJ Design Associates, Ltd. 401(k) Plan

401(k) retirement plan · WRJ Design Associates, Ltd.'s WRJ Design Associates, Ltd. 401(k) Plan held $2.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Klaus BAER signed WRJ Design Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Klaus BAER — 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

WRJ Design Associates, Ltd.'s EIN is 20-5374160.

EIN 20-5374160

Plan number 001

Plan year 2024

ACK ID 20250930123645NAL0005491619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WRJ Design Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WRJ Design Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WRJ DESIGN ASSOCIATES, LTD

EIN

all filings

Address

30 S. KING STREET · JACKSON, WY · 83001

Phone

(307) 200-4881

Industry

Professional & Technical Services

Plan administrator