W.M.G., Inc. Employees Profit Sharing Plan and TRU
Defined-contribution retirement plan · W.M.G., Inc.'s W.M.G., Inc. Employees Profit Sharing Plan and TRU held $15.3M in plan assets for 2 participants in 2024.
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
Plan identifiers
W.M.G., Inc.'s EIN is 36-3141422.
EIN 36-3141422
Plan number 001
Plan year 2024
ACK ID 20250730153020NAL0010786754004
Official Form 5500 document
Download the official 2024 Form 5500 (PDF) for W.M.G., Inc. from the U.S. Department of Labor's EFAST2 system.
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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
68
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
