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WILSON SURVEYING, INC. — WILSON SURVEYING, INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250808161758NAL0002710691001
WILSON SURVEYING, INC.
Form 5500-SF
FILING_RECEIVED
WILSON SURVEYING, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
18
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILSON SURVEYING, INC.
.
Find decision makers
Plan sponsor
Name
WILSON SURVEYING, INC.
EIN
74-3047671
Address
3657 KASHMIR WAY SE · SALEM, OR · 97317
Phone
(503) 363-2468
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-08-08
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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SANCHEZ & ASSOCIATES, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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$12.1B
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$10.4B
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PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
