How big is Wilson Ferguson Associates LLC's plan?

Wilson Ferguson Associates LLC's plan reported $1.2M in assets and 29 participants for 2024.

Original filing (PDF)20250927050345NAL0022973650001

Wilson Ferguson Associates LLC

Name: Wilson Ferguson Associates LLC — Wilson.Ferguson, Form 5500 (2024)
Creator: Wilson Ferguson Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson.Ferguson Associates LLC 401(k) Plan

401(k) retirement plan · Wilson Ferguson Associates LLC's Wilson.Ferguson Associates LLC 401(k) Plan held $1.2M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Donald Lloyd signed Wilson Ferguson Associates LLC's 2024 Form 5500 as plan administrator.

Donald Lloyd — 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

Wilson Ferguson Associates LLC's EIN is 46-1845024.

EIN 46-1845024

Plan number 001

Plan year 2024

ACK ID 20250927050345NAL0022973650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Ferguson Associates LLC'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 WILSON FERGUSON ASSOCIATES 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