How big is WBB Securities, LLC's plan?

WBB Securities, LLC's plan reported $959K in assets and 3 participants for 2024.

Original filing (PDF)20250704050508NAL0000453331001

WBB Securities, LLC

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

Form 5500-SF

FILING_RECEIVED

WBB Securities, LLC 401(k) Plan

401(k) retirement plan · WBB Securities, LLC's WBB Securities, LLC 401(k) Plan held $959K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$959K

Net assets (EOY)

$959K

People on this filing

Michelle Thomas signed WBB Securities, LLC's 2024 Form 5500 as plan administrator.

Michelle Thomas — 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

WBB Securities, LLC's EIN is 33-0984561.

EIN 33-0984561

Plan number 001

Plan year 2024

ACK ID 20250704050508NAL0000453331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WBB Securities, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WBB SECURITIES, 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