How big is Wizard Investment Group LLC's plan?

Wizard Investment Group LLC's plan reported $190K in assets and 3 participants for 2024.

Original filing (PDF)20250722055028NAL0003005184001

Wizard Investment Group LLC

Name: Wizard Investment Group LLC — Form 5500 (2024)
Creator: Wizard Investment Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Wizard Investment Group LLC held $190K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$190K

Net assets (EOY)

$190K

People on this filing

Shirley Horner signed Wizard Investment Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Wizard Investment Group LLC's EIN is 86-2948371.

EIN 86-2948371

Plan number 001

Plan year 2024

ACK ID 20250722055028NAL0003005184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wizard Investment Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wizard Investment Group LLC'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 WIZARD INVESTMENT GROUP 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