How big is Eric Wasson's plan?

Eric Wasson's plan reported $519K in assets and 3 participants for 2024.

Original filing (PDF)20250609094135NAL0014076353001

Eric Wasson

Name: Eric Wasson — Eric Wasson 401(k), Form 5500 (2024)
Creator: Eric Wasson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric Wasson 401(k)

401(k) retirement plan · Eric Wasson's Eric Wasson 401(k) held $519K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

People on this filing

Eric Wasson signed Eric Wasson's 2024 Form 5500 as plan administrator.

Eric Wasson — 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

Eric Wasson's EIN is 27-2798647.

EIN 27-2798647

Plan number 001

Plan year 2024

ACK ID 20250609094135NAL0014076353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric Wasson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric Wasson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (95th percentile).

Plan sponsor

Name

ERIC WASSON

EIN

all filings

Address

178 TEBBETTS ROAD · ROCHESTER, NH · 03867

Phone

(603) 343-4515

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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