Original filing (PDF)20240512175349NAL0042737808001

WILDER FINANCIAL SERVICES LLC

Name: WILDER FINANCIAL SERVICES LLC — SELF EMPLOYED 401K PLAN FOR DOUGLAS WILDER, Form 5500 (2023)
Creator: WILDER FINANCIAL SERVICES LLC

Form 5500-SF

FILING_RECEIVED

SELF EMPLOYED 401K PLAN FOR DOUGLAS WILDER

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$956K

Net assets (EOY)

$956K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILDER FINANCIAL SERVICES LLC.

Plan sponsor

Name

WILDER FINANCIAL SERVICES LLC

EIN

26-2362877

Address

81 KILBURN RD · GARDEN CITY, NY · 115302612

Phone

—

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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