· 2022–2024 · DOL EFAST2

WJM Associates, Inc. — WJM Associates, Inc. 401(k), Form 5500 (2025)

Original filing (PDF)20260422220239NAL0002213139047

WJM Associates, Inc.

Form 5500-SF

FILING_RECEIVED

WJM Associates, Inc. 401(k) Plan

401(k) retirement plan · WJM Associates, Inc.'s WJM Associates, Inc. 401(k) Plan held $600K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$600K

Net assets (EOY)

$600K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WJM ASSOCIATES, INC..

Plan sponsor

Name

WJM ASSOCIATES, INC.

EIN

13-3885303all filings

Address

165 BROADWAY · SUITE 2301 · NEW YORK, NY · 10006

Phone

(212) 972-7400

Industry

Admin Support & Waste Mgmt

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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