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WILSENERGY — 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS AS ADOPTED BY WILSENERGY, LLC, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250724063520NAL0006489984001
WILSENERGY
Form 5500-SF
FILING_RECEIVED
401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS AS ADOPTED BY WILSENERGY, LLC
401(k) retirement plan
Active participants
24
Accounts w/ balance
7
Plan assets (EOY)
$41K
Net assets (EOY)
$41K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
WILSENERGY
.
Find decision makers
Plan sponsor
Name
WILSENERGY
EIN
32-0343919
Address
42440 WINCHESTER RD · TEMECULA, CA · 92590
Phone
(760) 432-9614
Industry
Retail Trade
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(800) 782-3473
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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NUVUE PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST
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SCHUR SUCCESS AUCTION & APPRAISAL INC
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$41K · 17 participants
LYNCHBURG POWERSPORTS, INC
LYNCHBURG POWERSPORTS, INC WHAT BENEFIT PLAN
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CAPRIOTTI INSURANCE AND FINANCIA
CAPRIOTTI INSURANCE 401K
65
Knocking points off
Only 29% as many balances as active participants — suggests many active employees aren't deferring.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$42K · 7 participants
DOCTORS ALVARADO P C
DOCTORS ALVARADO P C - 401(K)
$42K · 9 participants
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EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
