How big is WCM Global Wealth, LLC's plan?

WCM Global Wealth, LLC's plan reported $1.5M in assets and 10 participants for 2023.

Original filing (PDF)20241014114625NAL0044368672001

WCM Global Wealth, LLC

Name: WCM Global Wealth, LLC — WCM Global Wealth, LLC, Form 5500 (2023)
Creator: WCM Global Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WCM Global Wealth, LLC Retirement Plan

401(k) retirement plan · WCM Global Wealth, LLC's WCM Global Wealth, LLC Retirement Plan held $1.5M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

James Blair signed WCM Global Wealth, LLC's 2023 Form 5500 as plan administrator.

James Blair — 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

WCM Global Wealth, LLC's EIN is 27-4795044.

EIN 27-4795044

Plan number 001

Plan year 2023

ACK ID 20241014114625NAL0044368672001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for WCM Global Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

WCM Global Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WCM GLOBAL WEALTH, LLC

EIN

all filings

Address

201 RIVERPLACE, SUITE 500 · GREENVILLE, SC · 29601

Phone

(864) 967-9838

Industry

Finance & Insurance

Plan administrator