How big is The Wilson Group, LLC's plan?

The Wilson Group, LLC's plan reported $1.3M in assets and 33 participants for 2024.

Original filing (PDF)20250909162604NAL0020412721001

The Wilson Group, LLC

Name: The Wilson Group, LLC — The Wilson Group 401(k) Plan, Form 5500 (2024)
Creator: The Wilson Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wilson Group 401(k) Plan

401(k) retirement plan · The Wilson Group, LLC's The Wilson Group 401(k) Plan held $1.3M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Derrick S Wilson signed The Wilson Group, LLC's 2024 Form 5500 as plan administrator.

Derrick S Wilson — 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

The Wilson Group, LLC's EIN is 45-5617472.

EIN 45-5617472

Plan number 001

Plan year 2024

ACK ID 20250909162604NAL0020412721001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wilson Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wilson Group, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Helping the score