Original filing (PDF)20260417105155NAL0019254209001

Wasielewski Financial Services, LLC

Name: Wasielewski Financial Services, LLC — Wasielewski, Form 5500 (2025)
Creator: Wasielewski Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wasielewski Financial Services, LLC 401(k) Plan

401(k) retirement plan · Wasielewski Financial Services, LLC's Wasielewski Financial Services, LLC 401(k) Plan held $1.6M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WASIELEWSKI FINANCIAL SERVICES, LLC.

Plan sponsor

Name

WASIELEWSKI FINANCIAL SERVICES, LLC

EIN

45-4099986all filings

Address

229 WASHINGTON STREET · TOMS RIVER, NJ · 08753

Phone

(732) 557-6200

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator