How big is Wisner BAUM LLP's plan?

Wisner BAUM LLP's plan reported $4.2M in assets and 108 participants for 2024.

Original filing (PDF)20250528140514NAL0018859682001

Wisner BAUM LLP

Name: Wisner BAUM LLP — Wisner BAUM LLP 401(k) Profit, Form 5500 (2024)
Creator: Wisner BAUM LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wisner BAUM LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Wisner BAUM LLP's Wisner BAUM LLP 401(k) Profit Sharing Plan held $4.2M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Timothy a Loranger signed Wisner BAUM LLP's 2024 Form 5500 as plan administrator.

Timothy a Loranger — 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

Wisner BAUM LLP's EIN is 92-1286662.

EIN 92-1286662

Plan number 001

Plan year 2024

ACK ID 20250528140514NAL0018859682001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wisner BAUM LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wisner BAUM LLP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 WISNER BAUM LLP.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score