How big is Wilson Group Financial Managemen's plan?

Wilson Group Financial Managemen's plan reported $378K in assets and 8 participants for 2024.

Original filing (PDF)20250703130321NAL0000346803001

Wilson Group Financial Managemen

Name: Wilson Group Financial Managemen — GNL 401(k) Plan, Form 5500 (2024)
Creator: Wilson Group Financial Managemen
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GNL 401(k) Plan

401(k) retirement plan · Wilson Group Financial Managemen's GNL 401(k) Plan held $378K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$378K

Net assets (EOY)

$378K

People on this filing

Victoria Weaver signed Wilson Group Financial Managemen's 2024 Form 5500 as plan administrator.

Victoria Weaver — 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

Wilson Group Financial Managemen's EIN is 80-0762388.

EIN 80-0762388

Plan number 001

Plan year 2024

ACK ID 20250703130321NAL0000346803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson Group Financial Managemen from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Group Financial Managemen'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 WILSON GROUP FINANCIAL MANAGEMEN.

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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