How big is William Wilson III Management's plan?

William Wilson III Management's plan reported $904K in assets and 4 participants for 2025.

Original filing (PDF)20260415171821NAL0021347568001

William Wilson III Management

Name: William Wilson III Management — William Wilson III, Form 5500 (2025)
Creator: William Wilson III Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Wilson III Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · William Wilson III Management's William Wilson III Management 401(k) Profit Sharing Plan & Trust held $904K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$904K

Net assets (EOY)

$904K

People on this filing

Alexandra Sheluhina signed William Wilson III Management's 2025 Form 5500 as plan administrator.

Alexandra Sheluhina — 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

William Wilson III Management's EIN is 94-3372558.

EIN 94-3372558

Plan number 001

Plan year 2025

ACK ID 20260415171821NAL0021347568001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for William Wilson III Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

William Wilson III Management'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 WILLIAM WILSON III MANAGEMENT.

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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