How big is Wilkes Atkinson & Joyner, LLC's plan?

Wilkes Atkinson & Joyner, LLC's plan reported $8.4M in assets and 8 participants for 2024.

Original filing (PDF)20250724141345NAL0004868913001

Wilkes Atkinson & Joyner, LLC

Name: Wilkes Atkinson & Joyner, LLC — Wilkes Atkinson &, Form 5500 (2024)
Creator: Wilkes Atkinson & Joyner, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilkes Atkinson & Joyner, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wilkes Atkinson & Joyner, LLC's Wilkes Atkinson & Joyner, LLC 401(k) Profit Sharing Plan held $8.4M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

Michael Wilkes signed Wilkes Atkinson & Joyner, LLC's 2024 Form 5500 as plan administrator.

Michael Wilkes — 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

Wilkes Atkinson & Joyner, LLC's EIN is 87-4143711.

EIN 87-4143711

Plan number 001

Plan year 2024

ACK ID 20250724141345NAL0004868913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilkes Atkinson & Joyner, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilkes Atkinson & Joyner, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILKES ATKINSON & JOYNER, 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