· 2022–2024 · DOL EFAST2

WLSN LLC — Corporate Retirement Trust, Form 5500 (2025)

Original filing (PDF)20260629101236NAL0020386722001

WLSN LLC

Form 5500-SF

FILING_RECEIVED

Corporate Retirement Trust

401(k) retirement plan · WLSN LLC's Corporate Retirement Trust held $12.1M in plan assets for 187 participants in 2025.

Signals · 1

No auditor on file

Active participants

187

Accounts w/ balance

155

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

Plan health score

Average plan with room to improve

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

70

Total plan cost

n/a

Plan health

8

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

WLSN LLC

EIN

66-0828203all filings

Address

6115 ESTATE SMITH BAY · SUITE 315 BOX 7 · ST.THOMAS, VI · 00802

Phone

(773) 849-5146

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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