How big is Wilkerson Advisory Group LLC's plan?

Wilkerson Advisory Group LLC's plan reported $16K in assets and 8 participants for 2024.

Original filing (PDF)20251229105036NAL0028382448001

Wilkerson Advisory Group LLC

Name: Wilkerson Advisory Group LLC — Wilkerson Advisory, Form 5500 (2024)
Creator: Wilkerson Advisory Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilkerson Advisory Group LLC MCF Benefit Plan

Health & welfare plan · Wilkerson Advisory Group LLC's Wilkerson Advisory Group LLC MCF Benefit Plan held $16K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16K

Net assets (EOY)

$5K

People on this filing

Becky Wekenborg signed Wilkerson Advisory Group LLC's 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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

Wilkerson Advisory Group LLC's EIN is 33-2664017.

EIN 33-2664017

Plan number 501

Plan year 2024

ACK ID 20251229105036NAL0028382448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilkerson Advisory Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilkerson Advisory Group LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILKERSON ADVISORY GROUP LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score