STEVEN L WILSON & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, PC
Form 5500-SF
FILING_RECEIVED
STEVEN L. WILSON CPA 401(K) PLAN
401(k) retirement plan
Active participants
15
Accounts w/ balance
21
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
87
/ 100
Grade A
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
53
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN L WILSON & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, PC.
Plan sponsor
Name
STEVEN L WILSON & ASSOCIATES, CERTIFIED PUBLIC ACCOUNTANTS, PC
EIN
73-1577586
Address
8282 S MEMORIAL DR. · STE 106 · TULSA, OK · 74133
Phone
(918) 254-5525
Industry
CPA Offices· Professional & Technical Servicessee all
