How big is The Wilhelm Group LLC's plan?

The Wilhelm Group LLC's plan reported $1.1M in assets and 12 participants for 2024.

Original filing (PDF)20250805154324NAL0002313427001

The Wilhelm Group LLC

Name: The Wilhelm Group LLC — The Wilhelm Group Retirement, Form 5500 (2024)
Creator: The Wilhelm Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wilhelm Group Retirement Plan

401(k) retirement plan · The Wilhelm Group LLC's The Wilhelm Group Retirement Plan held $1.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

The Wilhelm Group LLC's EIN is 81-5035218.

EIN 81-5035218

Plan number 001

Plan year 2024

ACK ID 20250805154324NAL0002313427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wilhelm Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wilhelm Group LLC'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 THE WILHELM GROUP LLC.

Finding similar companies…

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