How big is Wilcox Arredondo & Co., LLC's plan?

Wilcox Arredondo & Co., LLC's plan reported $3.1M in assets and 12 participants for 2024.

Original filing (PDF)20250512145451NAL0012757267001

Wilcox Arredondo & Co., LLC

Name: Wilcox Arredondo & Co., LLC — Wilcox Arredondo & Co, Form 5500 (2024)
Creator: Wilcox Arredondo & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilcox Arredondo & Co LLC 401(k) Plan

401(k) retirement plan · Wilcox Arredondo & Co., LLC's Wilcox Arredondo & Co LLC 401(k) Plan held $3.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Wilcox Arredondo & Co., LLC's EIN is 93-1303013.

EIN 93-1303013

Plan number 001

Plan year 2024

ACK ID 20250512145451NAL0012757267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILCOX ARREDONDO & CO., 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