How big is Charlick, Springstead, and Wilso's plan?

Charlick, Springstead, and Wilso's plan reported $4.6M in assets and 35 participants for 2024.

Original filing (PDF)20250529131624NAL0004833843001

Charlick, Springstead, and Wilso

Name: Charlick, Springstead, and Wilso — Charlick, Form 5500 (2024)
Creator: Charlick, Springstead, and Wilso
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charlick, Springstead, and Wilson Dental Associates, PC 401

401(k) retirement plan · Charlick, Springstead, and Wilso's Charlick, Springstead, and Wilson Dental Associates, PC 401 held $4.6M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Shannon Emery signed Charlick, Springstead, and Wilso's 2024 Form 5500 as plan administrator.

Shannon Emery — 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

Charlick, Springstead, and Wilso's EIN is 38-1943868.

EIN 38-1943868

Plan number 003

Plan year 2024

ACK ID 20250529131624NAL0004833843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charlick, Springstead, and Wilso from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charlick, Springstead, and Wilso's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLICK, SPRINGSTEAD, AND WILSO.

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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