How big is Wilson Case, Inc.'s plan?

Wilson Case, Inc.'s plan reported $1.7M in assets and 29 participants for 2024.

Original filing (PDF)20250717112432NAL0000297698001

Wilson Case, Inc.

Name: Wilson Case, Inc. — Wilson Case, Inc. Safe Harbor, Form 5500 (2024)
Creator: Wilson Case, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Case, Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · Wilson Case, Inc.'s Wilson Case, Inc. Safe Harbor 401(k) Plan held $1.7M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Wilson Case, Inc.'s EIN is 47-0671886.

EIN 47-0671886

Plan number 001

Plan year 2024

ACK ID 20250717112432NAL0000297698001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Case, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

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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