How big is WMG Financial Advisors, LLC's plan?

WMG Financial Advisors, LLC's plan reported $778K in assets and 7 participants for 2024.

Original filing (PDF)20250827123956NAL0005027907001

WMG Financial Advisors, LLC

Name: WMG Financial Advisors, LLC — WMG Financial, Form 5500 (2024)
Creator: WMG Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WMG Financial Advisors, LLC 401(k) Plan

401(k) retirement plan · WMG Financial Advisors, LLC's WMG Financial Advisors, LLC 401(k) Plan held $778K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$778K

Net assets (EOY)

$778K

Plan identifiers

WMG Financial Advisors, LLC's EIN is 20-1971280.

EIN 20-1971280

Plan number 002

Plan year 2024

ACK ID 20250827123956NAL0005027907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WMG Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WMG Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WMG FINANCIAL ADVISORS, LLC.

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