How big is Wysmith Securities Inc.'s plan?

Wysmith Securities Inc.'s plan reported $596K in assets and 13 participants for 2024.

Original filing (PDF)20260206182108NAL0013599634001

Wysmith Securities Inc.

Name: Wysmith Securities Inc. — Wysmith Securities Inc., Form 5500 (2024)
Creator: Wysmith Securities Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wysmith Securities Inc. 401(k) Profit Sharing Plan Trust

401(k) retirement plan · Wysmith Securities Inc.'s Wysmith Securities Inc. 401(k) Profit Sharing Plan Trust held $596K in plan assets for 13 participants in 2024.

Signals · 1

Late filing · 2.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

People on this filing

LISA Aburto signed Wysmith Securities Inc.'s 2024 Form 5500 as plan administrator.

LISA Aburto — 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

Wysmith Securities Inc.'s EIN is 33-0666108.

EIN 33-0666108

Plan number 001

Plan year 2024

ACK ID 20260206182108NAL0013599634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wysmith Securities Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WYSMITH SECURITIES INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off