How big is Wilson Investment Group's plan?

Wilson Investment Group's plan reported $3K in assets and 2 participants for 2024.

Original filing (PDF)20260220121419NAL0011952771001

Wilson Investment Group

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

Form 5500-SF

FILING_RECEIVED

Wilson Investment Group GFB Benefit Plan

Health & welfare plan · Wilson Investment Group's Wilson Investment Group GFB Benefit Plan held $3K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$747

People on this filing

Rachel Mosely signed Wilson Investment Group's 2024 Form 5500 as plan administrator.

Rachel Mosely — 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 Investment Group's EIN is 61-1989052.

EIN 61-1989052

Plan number 501

Plan year 2024

ACK ID 20260220121419NAL0011952771001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Investment Group's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score