WYSMITH SECURITIES INC. 401K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Signals · 1
Late filing · 2.7 mo
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$596K
Net assets (EOY)
$596K
Plan health score
86
/ 100
Grade A
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
89
Total plan cost
n/a
Plan health
72
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WYSMITH SECURITIES INC..
Plan sponsor
Name
WYSMITH SECURITIES INC.
EIN
33-0666108
Address
8280 CLAIREMONT MESA BLVD · STE 135 · SAN DIEGO, CA · 92111
