How big is Wilson Forte LLP's plan?

Wilson Forte LLP's plan reported $3.8M in assets and 11 participants for 2024.

Original filing (PDF)20250725142639NAL0003499555001

Wilson Forte LLP

Name: Wilson Forte LLP — Wilson Forte 401(k) Retirement, Form 5500 (2024)
Creator: Wilson Forte LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Forte 401(k) Retirement Plan

401(k) retirement plan · Wilson Forte LLP's Wilson Forte 401(k) Retirement Plan held $3.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Jennifer McKittrick signed Wilson Forte LLP's 2024 Form 5500 as plan administrator.

Jennifer McKittrick — 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

Wilson Forte LLP's EIN is 27-3123178.

EIN 27-3123178

Plan number 001

Plan year 2024

ACK ID 20250725142639NAL0003499555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Forte LLP'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 WILSON FORTE LLP.

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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