How big is Wilbert News Strategies, LLC's plan?

Wilbert News Strategies, LLC's plan reported $2.5M in assets and 16 participants for 2024.

Original filing (PDF)20250916093817NAL0001832673001

Wilbert News Strategies, LLC

Name: Wilbert News Strategies, LLC — The Wilbert Group, Form 5500 (2024)
Creator: Wilbert News Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wilbert Group 401(k) Plan

401(k) retirement plan · Wilbert News Strategies, LLC's The Wilbert Group 401(k) Plan held $2.5M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Wilbert News Strategies, LLC's EIN is 27-0161379.

EIN 27-0161379

Plan number 001

Plan year 2024

ACK ID 20250916093817NAL0001832673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilbert News Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilbert News Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILBERT NEWS STRATEGIES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

WILBERT NEWS STRATEGIES, LLC

EIN

all filings

Address

1718 PEACHTREE STREET · SUITE 1048 · ATLANTA, GA · 30309

Phone

(404) 343-0886

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator