How big is W.T. Trading, Inc.'s plan?

W.T. Trading, Inc.'s plan reported $318K in assets and 5 participants for 2024.

Original filing (PDF)20250923225328NAL0002751715001

W.T. Trading, Inc.

Name: W.T. Trading, Inc. — W.T. Trading, Inc. 401(k) Plan, Form 5500 (2024)
Creator: W.T. Trading, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W.T. Trading, Inc. 401(k) Plan

Defined-contribution retirement plan · W.T. Trading, Inc.'s W.T. Trading, Inc. 401(k) Plan held $318K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

Julie Trieu signed W.T. Trading, Inc.'s 2024 Form 5500 as plan administrator.

Julie Trieu — 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

W.T. Trading, Inc.'s EIN is 33-0816932.

EIN 33-0816932

Plan number 001

Plan year 2024

ACK ID 20250923225328NAL0002751715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W.T. Trading, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W.T. Trading, Inc.'s plan includes profit-sharing, 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 W.T. TRADING, INC.

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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