How big is WMB2 LLP's plan?

WMB2 LLP's plan reported $6.1M in assets and 14 participants for 2024.

Original filing (PDF)20250924163544NAL0017574706001

WMB2 LLP

Name: WMB2 LLP — WMB2 LLP 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: WMB2 LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WMB2 LLP 401(k) Profit Sharing Plan

401(k) retirement plan · WMB2 LLP's WMB2 LLP 401(k) Profit Sharing Plan held $6.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

WMB2 LLP's EIN is 26-3789391.

EIN 26-3789391

Plan number 001

Plan year 2024

ACK ID 20250924163544NAL0017574706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WMB2 LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WMB2 LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WMB2 LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

WMB2 LLP

EIN

all filings

Address

101 LARKSPUR LANDING CIRCLE STE 200 · LARKSPUR, CA · 94939

Phone

(415) 925-1120

Industry

CPA Offices· Professional & Technical Services

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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