How big is Wilson Ratledge, PLLC's plan?

Wilson Ratledge, PLLC's plan reported $5.0M in assets and 15 participants for 2024.

Original filing (PDF)20251010141249NAL0018792834001

Wilson Ratledge, PLLC

Name: Wilson Ratledge, PLLC — Wilson & Ratledge, PLLC, Form 5500 (2024)
Creator: Wilson Ratledge, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson & Ratledge, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wilson Ratledge, PLLC's Wilson & Ratledge, PLLC 401(k) Profit Sharing Plan held $5.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

James Ratledge signed Wilson Ratledge, PLLC's 2024 Form 5500 as plan administrator.

James Ratledge — 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

Wilson Ratledge, PLLC's EIN is 56-2259126.

EIN 56-2259126

Plan number 001

Plan year 2024

ACK ID 20251010141249NAL0018792834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON RATLEDGE, PLLC.

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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