How big is WMS Advisors, LLC's plan?

WMS Advisors, LLC's plan reported $3.9M in assets and 3 participants for 2025.

Original filing (PDF)20260413123228NAL0018042512001

WMS Advisors, LLC

Name: WMS Advisors, LLC — WMS Advisors LLC 401(k) Safe, Form 5500 (2025)
Creator: WMS Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WMS Advisors LLC 401(k) Safe Harbor Plan

401(k) retirement plan · WMS Advisors, LLC's WMS Advisors LLC 401(k) Safe Harbor Plan held $3.9M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Thomas Maclennan, Jr. signed WMS Advisors, LLC's 2025 Form 5500 as plan administrator.

Thomas Maclennan, Jr. — 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

WMS Advisors, LLC's EIN is 37-1930388.

EIN 37-1930388

Plan number 002

Plan year 2025

ACK ID 20260413123228NAL0018042512001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for WMS Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

WMS Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WMS ADVISORS, 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 average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

WMS ADVISORS, LLC

EIN

all filings

Address

6135 PARK SOUTH DRIVE, SUITE 510 · CHARLOTTE, NC · 28210

Phone

(301) 294-7804

Industry

CPA Offices· Professional & Technical Services

Plan administrator