Original filing (PDF)20250609152855NAL0014165473001

WILDES FINANCIAL STRATEGIES, INC.

Name: WILDES FINANCIAL STRATEGIES, INC. — WILDES FINANCIAL STRATEGIES SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: WILDES FINANCIAL STRATEGIES, INC.

Form 5500-SF

FILING_RECEIVED

WILDES FINANCIAL STRATEGIES SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$387K

Net assets (EOY)

$387K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WILDES FINANCIAL STRATEGIES, INC.

EIN

57-0674716all filings

Address

625 CHURCH ST · GEORGETOWN, SC · 29440

Phone

(843) 485-4371

Industry