How big is Wilder Financial Services LLC's plan?

Wilder Financial Services LLC's plan reported $956K in assets and 1 participants for 2023.

Original filing (PDF)20240512175349NAL0042737808001

Wilder Financial Services LLC

Name: Wilder Financial Services LLC — Self Employed 401(k), Form 5500 (2023)
Creator: Wilder Financial Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Self Employed 401(k) Plan for Douglas Wilder

401(k) retirement plan · Wilder Financial Services LLC's Self Employed 401(k) Plan for Douglas Wilder held $956K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$956K

Net assets (EOY)

$956K

People on this filing

Douglas Wilder signed Wilder Financial Services LLC's 2023 Form 5500 as plan administrator.

Douglas Wilder — 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

Wilder Financial Services LLC's EIN is 26-2362877.

EIN 26-2362877

Plan number 001

Plan year 2023

ACK ID 20240512175349NAL0042737808001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wilder Financial Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wilder Financial Services LLC'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 WILDER FINANCIAL SERVICES LLC.

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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