Original filing (PDF)20231009064432NAL0026209009001

401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS

Name: 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS — 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS AS ADOPTED BY WILSENERGY, LLC, Form 5500 (2022)
Creator: 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS

Form 5500-SF

FILING_RECEIVED

401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS AS ADOPTED BY WILSENERGY, LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

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 401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS.

Plan sponsor

Name

401(K) MATRIX RETIREMENT PLAN BOARD OF DIRECTORS

EIN

37-2023694all filings

Address

701 WESTCHESTER AVE. · SUITE 320E · WHITE PLAINS, NY · 10604

Phone

(800) 872-3473

Industry

Retail Tradesee all

Plan administrator