How big is Don Wilhelm, Inc.'s plan?

Don Wilhelm, Inc.'s plan reported $3.3M in assets and 59 participants for 2024.

Original filing (PDF)20250821160503NAL0007590752001

Don Wilhelm, Inc.

Name: Don Wilhelm, Inc. — Don Wilhelm, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Don Wilhelm, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Don Wilhelm, Inc. 401(k) Plan

401(k) retirement plan · Don Wilhelm, Inc.'s Don Wilhelm, Inc. 401(k) Plan held $3.3M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Freddie Jacobs Jr. signed Don Wilhelm, Inc.'s 2024 Form 5500 as plan administrator.

Freddie Jacobs Jr. — 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

Don Wilhelm, Inc.'s EIN is 45-0273986.

EIN 45-0273986

Plan number 001

Plan year 2024

ACK ID 20250821160503NAL0007590752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Don Wilhelm, Inc.'s plan includes profit-sharing, 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 DON WILHELM, INC..

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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