· 2022–2024 · DOL EFAST2

WSR CERTIFIED PUBLIC ACCOUNTANTS, P.C. — WSR EMPLOYEES' RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250814104835NAL0021926850001

WSR CERTIFIED PUBLIC ACCOUNTANTS, P.C.

Form 5500-SF

FILING_RECEIVED

WSR EMPLOYEES' RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

15

Accounts w/ balance

15

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score

88

/ 100

Grade A

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

58

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WSR CERTIFIED PUBLIC ACCOUNTANTS, P.C..

Plan sponsor

Name

WSR CERTIFIED PUBLIC ACCOUNTANTS, P.C.

EIN

38-2172611

Address

167 LITTLE LAKE DRIVE · P.O. BOX 2389 · ANN ARBOR, MI · 481062389

Phone

(734) 662-2522

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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