How big is WD Financial, LLC's plan?

WD Financial, LLC's plan reported $2.4M in assets and 16 participants for 2024.

Original filing (PDF)20251008174144NAL0003468643001

WD Financial, LLC

Name: WD Financial, LLC — WD Financial 401(k) Plan, Form 5500 (2024)
Creator: WD Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WD Financial 401(k) Plan

401(k) retirement plan · WD Financial, LLC's WD Financial 401(k) Plan held $2.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Janelle Spencer signed WD Financial, LLC's 2024 Form 5500 as plan administrator.

Janelle Spencer — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

WD Financial, LLC's EIN is 27-2504768.

EIN 27-2504768

Plan number 002

Plan year 2024

ACK ID 20251008174144NAL0003468643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WD Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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