How big is S C Wilks Wealth Planning LLC's plan?

S C Wilks Wealth Planning LLC's plan reported $635K in assets and 4 participants for 2025.

Original filing (PDF)20260424083004NAL0005517297001

S C Wilks Wealth Planning LLC

Name: S C Wilks Wealth Planning LLC — S C Wilks Wealth, Form 5500 (2025)
Creator: S C Wilks Wealth Planning LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S C Wilks Wealth Planning LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · S C Wilks Wealth Planning LLC's S C Wilks Wealth Planning LLC 401(k) Profit Sharing Plan & Trust held $635K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan identifiers

S C Wilks Wealth Planning LLC's EIN is 86-2350171.

EIN 86-2350171

Plan number 001

Plan year 2025

ACK ID 20260424083004NAL0005517297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for S C Wilks Wealth Planning LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

S C Wilks Wealth Planning LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, 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 S C WILKS WEALTH PLANNING 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