Original filing (PDF)20250718155024NAL0002955040001

WEDGE FINANCIAL, INC

Name: WEDGE FINANCIAL, INC — WEDGE FINANCIAL, INC 401(K) PLAN, Form 5500 (2024)
Creator: WEDGE FINANCIAL, INC

Form 5500-SF

FILING_RECEIVED

WEDGE FINANCIAL, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEDGE FINANCIAL, INC.

Plan sponsor

Name

WEDGE FINANCIAL, INC

EIN

86-1350504all filings

Address

505 DEER LAKE RAOD · WIMBERLEY, TX · 78676

Phone

(409) 789-7688

Industry