WMS ADVISORS, LLC
EIN 37-1930388CHARLOTTE, NC
WMS ADVISORS, LLC (EIN 37-1930388) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $4.0M in plan assets and 6 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
6
Total assets
$4.0M
Form 5500 plans filed under EIN 37-1930388
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN | 002 | 3 | $3.4M |
| WMS ADVISORS, LLC CASH BALANCE PLAN | 003 | 3 | $548K |
About this EIN
37-1930388 is the Employer Identification Number (EIN) WMS ADVISORS, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?