How big is WIT Capital Management, LLC's plan?

WIT Capital Management, LLC's plan reported $4.1M in assets and 7 participants for 2024.

Original filing (PDF)20251014093726NAL0002521041001

WIT Capital Management, LLC

Name: WIT Capital Management, LLC — WIT Capital Management, Form 5500 (2024)
Creator: WIT Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WIT Capital Management, LLC 401(k) Plan

401(k) retirement plan · WIT Capital Management, LLC's WIT Capital Management, LLC 401(k) Plan held $4.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

WIT Capital Management, LLC's EIN is 26-3839134.

EIN 26-3839134

Plan number 001

Plan year 2024

ACK ID 20251014093726NAL0002521041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WIT Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WIT Capital Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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