How big is Wilson Partners LLC's plan?

Wilson Partners LLC's plan reported $495K in assets and 5 participants for 2024.

Original filing (PDF)20251002074243NAL0000652082001

Wilson Partners LLC

Name: Wilson Partners LLC — Wilson Partners LLC 401(k), Form 5500 (2024)
Creator: Wilson Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Partners LLC 401(k) Plan

401(k) retirement plan · Wilson Partners LLC's Wilson Partners LLC 401(k) Plan held $495K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

People on this filing

Seth Larner signed Wilson Partners LLC's 2024 Form 5500 as plan administrator.

Seth Larner — 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 Partners LLC's EIN is 83-3678327.

EIN 83-3678327

Plan number 001

Plan year 2024

ACK ID 20251002074243NAL0000652082001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Partners 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 WILSON 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