How big is Wildflower Legacy and Wealth Planning, LLC's plan?

Wildflower Legacy and Wealth Planning, LLC's plan reported $5K in assets and 2 participants for 2023.

Original filing (PDF)20251014151551NAL0004365312001

Wildflower Legacy and Wealth Planning, LLC

Name: Wildflower Legacy and Wealth Planning, LLC — Form 5500 Plan 002 (2023)
Creator: Wildflower Legacy and Wealth Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wildflower Legacy and Wealth Planning, LLC 401(k) Plan

401(k) retirement plan · Wildflower Legacy and Wealth Planning, LLC's Wildflower Legacy and Wealth Planning, LLC 401(k) Plan held $5K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Gregory Wilder signed Wildflower Legacy and Wealth Planning, LLC's 2023 Form 5500 as plan administrator.

Gregory Wilder — 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

Wildflower Legacy and Wealth Planning, LLC's EIN is 82-1967595.

EIN 82-1967595

Plan number 002

Plan year 2023

ACK ID 20251014151551NAL0004365312001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wildflower Legacy and Wealth Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wildflower Legacy and Wealth Planning, 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 WILDFLOWER LEGACY AND WEALTH PLANNING, 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