How big is Wingard & Co Inc.'s plan?

Wingard & Co Inc.'s plan reported $1.9M in assets and 39 participants for 2024.

Original filing (PDF)20250625134626NAL0011342160001

Wingard & Co Inc.

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

Form 5500-SF

FILING_RECEIVED

Wingard & Co., Inc. 401(k) Plan

401(k) retirement plan · Wingard & Co Inc.'s Wingard & Co., Inc. 401(k) Plan held $1.9M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Wingard & Co Inc.'s EIN is 52-0804910.

EIN 52-0804910

Plan number 001

Plan year 2024

ACK ID 20250625134626NAL0011342160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wingard & Co Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

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