How big is Wakely Associates, Inc.'s plan?

Wakely Associates, Inc.'s plan reported $1.7M in assets and 10 participants for 2024.

Original filing (PDF)20250909101326NAL0012521443001

Wakely Associates, Inc.

Name: Wakely Associates, Inc. — Wakely Associates, Inc., Form 5500 (2024)
Creator: Wakely Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wakely Associates, Inc. 401(k) Plan

401(k) retirement plan · Wakely Associates, Inc.'s Wakely Associates, Inc. 401(k) Plan held $1.7M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Steven John Smilnak signed Wakely Associates, Inc.'s 2024 Form 5500 as plan administrator.

Steven John Smilnak — 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

Wakely Associates, Inc.'s EIN is 38-2232876.

EIN 38-2232876

Plan number 001

Plan year 2024

ACK ID 20250909101326NAL0012521443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wakely Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wakely Associates, Inc.'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 WAKELY ASSOCIATES, INC..

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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