How big is WJS Wealth Management, Inc.'s plan?

WJS Wealth Management, Inc.'s plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250814141153NAL0009178163001

WJS Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

WJS Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · WJS Wealth Management, Inc.'s WJS Wealth Management 401(k) Profit Sharing Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

WJS Wealth Management, Inc.'s EIN is 41-2075492.

EIN 41-2075492

Plan number 001

Plan year 2024

ACK ID 20250814141153NAL0009178163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WJS Wealth Management, Inc.'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 WJS WEALTH MANAGEMENT, 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