How big is Wilson Wealth Management, Inc.'s plan?

Wilson Wealth Management, Inc.'s plan reported $3.1M in assets and 3 participants for 2025.

Original filing (PDF)20260202155728NAL0002082963001

Wilson Wealth Management, Inc.

Name: Wilson Wealth Management, Inc. — WWM 401(k) Plan, Form 5500 (2025)
Creator: Wilson Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WWM 401(k) Plan

401(k) retirement plan · Wilson Wealth Management, Inc.'s WWM 401(k) Plan held $3.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Troy Wilson signed Wilson Wealth Management, Inc.'s 2025 Form 5500 as plan administrator.

Troy 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 Wealth Management, Inc.'s EIN is 26-1757550.

EIN 26-1757550

Plan number 001

Plan year 2025

ACK ID 20260202155728NAL0002082963001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wilson Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wilson Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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