How big is Robert Wiltsey Creative Partners, LLC's plan?

Robert Wiltsey Creative Partners, LLC's plan reported $71K in assets and 2 participants for 2024.

Original filing (PDF)20250616194922NAL0002052864001

Robert Wiltsey Creative Partners, LLC

Name: Robert Wiltsey Creative Partners, LLC — Robert Wilts, Form 5500 (2024)
Creator: Robert Wiltsey Creative Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Wiltsey Creative Partners, LLC 401(k) Plan

401(k) retirement plan · Robert Wiltsey Creative Partners, LLC's Robert Wiltsey Creative Partners, LLC 401(k) Plan held $71K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Robert Wiltsey signed Robert Wiltsey Creative Partners, LLC's 2024 Form 5500 as plan administrator.

Robert Wiltsey — 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

Robert Wiltsey Creative Partners, LLC's EIN is 81-2304990.

EIN 81-2304990

Plan number 001

Plan year 2024

ACK ID 20250616194922NAL0002052864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Wiltsey Creative Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Wiltsey Creative Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT WILTSEY CREATIVE PARTNERS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

ROBERT WILTSEY CREATIVE PARTNERS, LLC

EIN

all filings

Address

300 S RAYMOND AVE · STE 6 · PASADENA, CA · 91105

Phone

(626) 506-6549

Industry

Professional & Technical Services

Plan administrator