How big is Wiregrass Investment Management, LLC's plan?

Wiregrass Investment Management, LLC's plan reported $159K in assets and 2 participants for 2024.

Original filing (PDF)20250924155558NAL0006916353001

Wiregrass Investment Management, LLC

Name: Wiregrass Investment Management, LLC — Wiregrass, Form 5500 (2024)
Creator: Wiregrass Investment Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wiregrass Investment Management Retirement Savings Plan

401(k) retirement plan · Wiregrass Investment Management, LLC's Wiregrass Investment Management Retirement Savings Plan held $159K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

Plan identifiers

Wiregrass Investment Management, LLC's EIN is 81-0842420.

EIN 81-0842420

Plan number 001

Plan year 2024

ACK ID 20250924155558NAL0006916353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wiregrass Investment Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wiregrass Investment Management, LLC's plan includes profit-sharing, 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 WIREGRASS INVESTMENT MANAGEMENT, LLC.

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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