Original filing (PDF)20260505161421NAL0001097633001

Diana S Wister

Name: Diana S Wister — Wister Profit Sharing Plan, Form 5500 (2025)
Creator: Diana S Wister
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wister Profit Sharing Plan

Defined-contribution retirement plan · Diana S Wister's Wister Profit Sharing Plan held $382K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$382K

Net assets (EOY)

$382K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DIANA S WISTER.

Plan sponsor

Name

DIANA S WISTER

EIN

33-2292083all filings

Address

515 N. FLAGLER DRIVE, SUITE 350 · WEST PALM BEACH, FL · 33401

Phone

(415) 205-9183

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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