How big is Wanger Jones Helsley PC's plan?

Wanger Jones Helsley PC's plan reported $16.2M in assets and 67 participants for 2024.

Original filing (PDF)20251013144557NAL0001453681001

Wanger Jones Helsley PC

Name: Wanger Jones Helsley PC — Wanger Jones Helsley PC, Form 5500 (2024)
Creator: Wanger Jones Helsley PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wanger Jones Helsley PC 401(k) Plan

401(k) retirement plan · Wanger Jones Helsley PC's Wanger Jones Helsley PC 401(k) Plan held $16.2M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16.2M

Net assets (EOY)

$16.2M

Plan identifiers

Wanger Jones Helsley PC's EIN is 77-0411752.

EIN 77-0411752

Plan number 001

Plan year 2024

ACK ID 20251013144557NAL0001453681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wanger Jones Helsley PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wanger Jones Helsley PC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WANGER JONES HELSLEY PC.

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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