How big is Wilson Peak Wealth Management in's plan?

Wilson Peak Wealth Management in's plan reported $373K in assets and 3 participants for 2024.

Original filing (PDF)20250530123335NAL0015495696001

Wilson Peak Wealth Management in

Name: Wilson Peak Wealth Management in — Wilson Peak, Form 5500 (2024)
Creator: Wilson Peak Wealth Management in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Peak Wealth Management Inc.

401(k) retirement plan · Wilson Peak Wealth Management in's Wilson Peak Wealth Management Inc. held $373K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$373K

Net assets (EOY)

$373K

People on this filing

Stacy Wilson signed Wilson Peak Wealth Management in's 2024 Form 5500 as plan administrator.

Stacy Wilson — 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 Peak Wealth Management in's EIN is 85-1067953.

EIN 85-1067953

Plan number 001

Plan year 2024

ACK ID 20250530123335NAL0015495696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson Peak Wealth Management in from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Peak Wealth Management in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PEAK WEALTH MANAGEMENT IN.

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