How big is Wasson & Associates, Chartered's plan?

Wasson & Associates, Chartered's plan reported $628K in assets and 4 participants for 2024.

Original filing (PDF)20250710161214NAL0015520482001

Wasson & Associates, Chartered

Name: Wasson & Associates, Chartered — Wasson & Associates, Form 5500 (2024)
Creator: Wasson & Associates, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wasson & Associates 401(k) Plan

401(k) retirement plan · Wasson & Associates, Chartered's Wasson & Associates 401(k) Plan held $628K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

People on this filing

Roy Wasson signed Wasson & Associates, Chartered's 2024 Form 5500 as plan administrator.

Roy Wasson — 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

Wasson & Associates, Chartered's EIN is 65-1064986.

EIN 65-1064986

Plan number 001

Plan year 2024

ACK ID 20250710161214NAL0015520482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wasson & Associates, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wasson & Associates, Chartered's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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