How big is Wilson Callahan Strategies LLC's plan?

Wilson Callahan Strategies LLC's plan reported $1.6M in assets and 9 participants for 2024.

Original filing (PDF)20250822092807NAL0009607474001

Wilson Callahan Strategies LLC

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

Form 5500-SF

FILING_RECEIVED

Wilson Callahan Strategies LLC Defined Benefit Plan & Trust

Defined-benefit pension plan · Wilson Callahan Strategies LLC's Wilson Callahan Strategies LLC Defined Benefit Plan & Trust held $1.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Wilson Callahan Strategies LLC's EIN is 46-4606409.

EIN 46-4606409

Plan number 002

Plan year 2024

ACK ID 20250822092807NAL0009607474001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Callahan Strategies LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON CALLAHAN STRATEGIES 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score