How big is J. Wilson Advisors' plan?

J. Wilson Advisors' plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260225132852NAL0003110961001

J. Wilson Advisors

Name: J. Wilson Advisors — J. Wilson Advisors 401(k) Plan, Form 5500 (2025)
Creator: J. Wilson Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Wilson Advisors 401(k) Plan

401(k) retirement plan · J. Wilson Advisors' J. Wilson Advisors 401(k) Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

J. Wilson Advisors' EIN is 83-8346858.

EIN 83-8346858

Plan number 001

Plan year 2025

ACK ID 20260225132852NAL0003110961001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for J. Wilson Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

J. Wilson Advisors' plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. WILSON ADVISORS.

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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