How big is Wilson, Heyward & Reeser, LLC's plan?

Wilson, Heyward & Reeser, LLC's plan reported $3.1M in assets and 7 participants for 2024.

Original filing (PDF)20250930141654NAL0013352288001

Wilson, Heyward & Reeser, LLC

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

Form 5500-SF

FILING_RECEIVED

Wilson, Heyward & Reeser, LLC 401(k)

401(k) retirement plan · Wilson, Heyward & Reeser, LLC's Wilson, Heyward & Reeser, LLC 401(k) held $3.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Wilson, Heyward & Reeser, LLC's EIN is 57-1072860.

EIN 57-1072860

Plan number 001

Plan year 2024

ACK ID 20250930141654NAL0013352288001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson, Heyward & Reeser, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson, Heyward & Reeser, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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, HEYWARD & REESER, LLC.

Finding similar companies…

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