How big is Wallstreet.IO's plan?

Wallstreet.IO's plan reported $59K in assets and 4 participants for 2024.

Original filing (PDF)20250718154942NAL0002952784001

Wallstreet.IO

Name: Wallstreet.IO — Wallstreet.IO 401(k) Plan, Form 5500 (2024)
Creator: Wallstreet.IO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wallstreet.IO 401(k) Plan

401(k) retirement plan · Wallstreet.IO's Wallstreet.IO 401(k) Plan held $59K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

People on this filing

Marcus Bowie signed Wallstreet.IO's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Wallstreet.IO's EIN is 36-4918814.

EIN 36-4918814

Plan number 001

Plan year 2024

ACK ID 20250718154942NAL0002952784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wallstreet.IO'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 WALLSTREET.IO.

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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

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WALLSTREET.IO

EIN

all filings

Address

121 W DE LA GUERRA STREET · SUITE 1 · SANTA BARBARA, CA · 93101

Phone

(805) 290-2562

Industry

Information / Tech / Media

Plan administrator