How big is Wilson RODE PLLC's plan?

Wilson RODE PLLC's plan reported $3.7M in assets and 2 participants for 2024.

Original filing (PDF)20250715142127NAL0001682915001

Wilson RODE PLLC

Name: Wilson RODE PLLC — Wilson RODE, PLLC Profit Sharing, Form 5500 (2024)
Creator: Wilson RODE PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson RODE, PLLC Profit Sharing Plan

Defined-contribution retirement plan · Wilson RODE PLLC's Wilson RODE, PLLC Profit Sharing Plan held $3.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

L James Wilson signed Wilson RODE PLLC's 2024 Form 5500 as plan administrator.

L James Wilson — 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

Wilson RODE PLLC's EIN is 26-0855556.

EIN 26-0855556

Plan number 001

Plan year 2024

ACK ID 20250715142127NAL0001682915001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson RODE PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson RODE PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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