How big is WFA Collateral Review Services Inc.'s plan?

WFA Collateral Review Services Inc.'s plan reported $611K in assets and 7 participants for 2025.

Original filing (PDF)20260506085344NAL0003267138001

WFA Collateral Review Services Inc.

Name: WFA Collateral Review Services Inc. — WFA Collateral, Form 5500 (2025)
Creator: WFA Collateral Review Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WFA Collateral Review Services Inc. 401(k) Plan

401(k) retirement plan · WFA Collateral Review Services Inc.'s WFA Collateral Review Services Inc. 401(k) Plan held $611K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$611K

Net assets (EOY)

$611K

People on this filing

Jared Sprague signed WFA Collateral Review Services Inc.'s 2025 Form 5500 as plan administrator.

Jared Sprague — 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

WFA Collateral Review Services Inc.'s EIN is 76-0415331.

EIN 76-0415331

Plan number 001

Plan year 2025

ACK ID 20260506085344NAL0003267138001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for WFA Collateral Review Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

WFA Collateral Review Services Inc.'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 WFA COLLATERAL REVIEW SERVICES INC..

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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