How big is Wilson Rowley, LLC's plan?

Wilson Rowley, LLC's plan reported $222K in assets and 5 participants for 2024.

Original filing (PDF)20251021101920NAL0000752051001

Wilson Rowley, LLC

Name: Wilson Rowley, LLC — Wilson Rowley, LLC 401(k) Plan, Form 5500 (2024)
Creator: Wilson Rowley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilson Rowley, LLC 401(k) Plan

401(k) retirement plan · Wilson Rowley, LLC's Wilson Rowley, LLC 401(k) Plan held $222K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

People on this filing

Joseph Wilson signed Wilson Rowley, LLC's 2024 Form 5500 as plan administrator.

Joseph Wilson — 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

Wilson Rowley, LLC's EIN is 92-0857544.

EIN 92-0857544

Plan number 001

Plan year 2024

ACK ID 20251021101920NAL0000752051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilson Rowley, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilson Rowley, 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 WILSON ROWLEY, 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