How big is AON Wakeforest Inc.'s plan?

AON Wakeforest Inc.'s plan reported $1.1M in assets and 20 participants for 2024.

Original filing (PDF)20250529162359NAL0007496865001

AON Wakeforest Inc.

Name: AON Wakeforest Inc. — AON Wakeforest Inc. 401(k), Form 5500 (2024)
Creator: AON Wakeforest Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AON Wakeforest Inc. 401(k) Plan

401(k) retirement plan · AON Wakeforest Inc.'s AON Wakeforest Inc. 401(k) Plan held $1.1M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Michelle Ybarra signed AON Wakeforest Inc.'s 2024 Form 5500 as plan administrator.

Michelle Ybarra — 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

AON Wakeforest Inc.'s EIN is 98-0130193.

EIN 98-0130193

Plan number 001

Plan year 2024

ACK ID 20250529162359NAL0007496865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AON Wakeforest Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AON Wakeforest Inc.'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 AON WAKEFOREST INC.

Finding similar companies…

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