· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WISEHART, WIMETTE & ASSOCIATES, PLC — WISEHART, WIMETTE & ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014073919NAL0003303296001
WISEHART, WIMETTE & ASSOCIATES, PLC
Form 5500-SF
FILING_RECEIVED
WISEHART, WIMETTE & ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WISEHART, WIMETTE & ASSOCIATES, PLC
.
Find decision makers
Plan sponsor
Name
WISEHART, WIMETTE & ASSOCIATES, PLC
EIN
26-4046110
Address
159 RIVER ROAD · ESSEX JUNCTION, VT · 05452
Phone
(802) 879-1055
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size CPA Offices plans
ORRELL & REINER, PC
ORRELL & REINER,PC PROFIT SHARING PLAN PO BOX 4054 WILMINGTON, NC 28406
$1.4M · 3 participants
PATRICK J. BARRETT CPA
PATRICK J. BARRETT 401(K) PLAN
$1.4M · 8 participants
VAN MIDDLESWORTH AND COMPANY PA
VAN MIDDLESWORTH AND COMPANY PA 401K P/S PLAN & TRUST
$1.4M · 8 participants
MARSHALL & COMPANY PC
MARSHALL & COMPANY PC CASH BALANCE PLAN
$1.4M · 2 participants
MARY S. LEWIS, PC
MARY S. LEWIS, PC 401K PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.4M · 3 participants
DERRYCK J. DIAS & ASSOCIATES, CPA, INC.
DERRYCK J. DIAS & ASSOCIATES, CPA, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 3 participants
Large plans in Vermont
THE UNIVERSITY OF VERMONT HEALTH NETWORK 403B) RETIREMENT SAVINGS PLAN
THE UNIVERSITY OF VERMONT MEDICAL CENTER 403(B) PLAN
$2.2B · 13,241 participants
VERMONT INFORMATION PROCESSING, INC.
VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$676.1M · 585 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE CORE RETIREMENT PLAN
$573.5M · 1,539 participants
NATIONAL LIFE INSURANCE COMPANY
NATIONAL LIFE GROUP 401(K) PLAN
$335.3M · 1,512 participants
KING ARTHUR BAKING COMPANY, INC.
KING ARTHUR EMPLOYEE STOCK OWNERSHIP PLAN
$328.2M · 296 participants
PRESIDENT & FELLOWS OF MIDDLEBURY COLLEGE
MIDDLEBURY COLLEGE VOLUNTARY RETIREMENT PLAN
$311.8M · 1,039 participants
