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

The Wesson Group, LLC's plan reported $4.7M in assets and 39 participants for 2024.

Original filing (PDF)20250708082029NAL0002515859001

The Wesson Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Wesson Group, LLC 401(k) Supplemental Retirement Plan

401(k) retirement plan · The Wesson Group, LLC's The Wesson Group, LLC 401(k) Supplemental Retirement Plan held $4.7M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Laurie Allen signed The Wesson Group, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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 Wesson Group, LLC's EIN is 46-2688893.

EIN 46-2688893

Plan number 002

Plan year 2024

ACK ID 20250708082029NAL0002515859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Wesson Group, LLC's 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 THE WESSON GROUP, LLC.

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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