Original filing (PDF)20250204120428NAL0003940835001

WEBSCO BROKERAGE MANAGEMENT COMPANY

Name: WEBSCO BROKERAGE MANAGEMENT COMPANY — WEBSCO BROKERAGE MANAGEMENT COMPANY DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: WEBSCO BROKERAGE MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

WEBSCO BROKERAGE MANAGEMENT COMPANY DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEBSCO BROKERAGE MANAGEMENT COMPANY.

Plan sponsor

Name

WEBSCO BROKERAGE MANAGEMENT COMPANY

EIN

33-0810896

Address

505 E. 1ST STREET · SUITE H · TUSTIN, CA · 92780

Phone

(714) 345-8748

Industry

Finance & Insurancesee all

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

2025-02-04

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

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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