How big is Akston Wyatt Advisors, LLC's plan?

Akston Wyatt Advisors, LLC's plan reported $122K in assets and 2 participants for 2023.

Original filing (PDF)20240618122805NAL0001855619001

Akston Wyatt Advisors, LLC

Name: Akston Wyatt Advisors, LLC — Akston Wyatt Advisors, Form 5500 (2023)
Creator: Akston Wyatt Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Akston Wyatt Advisors, LLC 401(k) Plan

401(k) retirement plan · Akston Wyatt Advisors, LLC's Akston Wyatt Advisors, LLC 401(k) Plan held $122K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$122K

Net assets (EOY)

$122K

People on this filing

Daniel Eckert signed Akston Wyatt Advisors, LLC's 2023 Form 5500 as plan administrator.

Daniel Eckert — 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

Akston Wyatt Advisors, LLC's EIN is 86-1551577.

EIN 86-1551577

Plan number 001

Plan year 2023

ACK ID 20240618122805NAL0001855619001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Akston Wyatt Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Akston Wyatt Advisors, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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