How big is Wiliani & Associates' plan?

Wiliani & Associates' plan reported $1.3M in assets and 25 participants for 2024.

Original filing (PDF)20251006122809NAL0006062720001

Wiliani & Associates

Name: Wiliani & Associates — A la Carte Solutions 401(k), Form 5500 (2024)
Creator: Wiliani & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A la Carte Solutions 401(k) Plan

401(k) retirement plan · Wiliani & Associates' A la Carte Solutions 401(k) Plan held $1.3M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Wiliani & Associates' EIN is 45-1144555.

EIN 45-1144555

Plan number 001

Plan year 2024

ACK ID 20251006122809NAL0006062720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wiliani & Associates' 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 WILIANI & ASSOCIATES.

Finding similar companies…

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

Helping the score