Original filing (PDF)20251007155845NAL0011738018001

W & M OPERATING, LLC

Name: W & M OPERATING, LLC — W & M OPERATING, LLC 401K PLAN, Form 5500 (2024)
Creator: W & M OPERATING, LLC

Form 5500-SF

FILING_RECEIVED

W & M OPERATING, LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W & M OPERATING, LLC.

Plan sponsor

Name

W & M OPERATING, LLC

EIN

13-5559854

Address

24-09 38TH AVENUE - 2ND FLOOR · LONG ISLAND CITY, NY · 111013512

Phone

(917) 292-2639

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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