How big is Wilkinson PM's plan?

Wilkinson PM's plan reported $32K in assets and 14 participants for 2024.

Original filing (PDF)20250925140010NAL0009261424001

Wilkinson PM

Name: Wilkinson PM — Wilkinson PM 401(k) Plan, Form 5500 (2024)
Creator: Wilkinson PM
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilkinson PM 401(k) Plan

401(k) retirement plan · Wilkinson PM's Wilkinson PM 401(k) Plan held $32K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Patrick Fogarty signed Wilkinson PM's 2024 Form 5500 as plan administrator.

Patrick Fogarty — 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

Wilkinson PM's EIN is 62-1475335.

EIN 62-1475335

Plan number 001

Plan year 2024

ACK ID 20250925140010NAL0009261424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WILKINSON PM

EIN

all filings

Address

PO BOX 30003 · ALEXANDRIA, VA · 22310

Phone

(703) 971-1800

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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