How big is Wetsel Financial, Inc.'s plan?

Wetsel Financial, Inc.'s plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250929162418NAL0011070913001

Wetsel Financial, Inc.

Name: Wetsel Financial, Inc. — WFI 401(k) Plan, Form 5500 (2024)
Creator: Wetsel Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WFI 401(k) Plan

401(k) retirement plan · Wetsel Financial, Inc.'s WFI 401(k) Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Wetsel Financial, Inc.'s EIN is 47-1397283.

EIN 47-1397283

Plan number 001

Plan year 2024

ACK ID 20250929162418NAL0011070913001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wetsel Financial, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WETSEL FINANCIAL, INC..

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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