How big is WMS Advisors, LLC's plan?

WMS Advisors, LLC's plan reported $728K in assets and 3 participants for 2025.

Original filing (PDF)20260512121526NAL0006696769001

WMS Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

WMS Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · WMS Advisors, LLC's WMS Advisors, LLC Cash Balance Plan held $728K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$728K

Net assets (EOY)

$728K

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 003

Plan year 2025

ACK ID 20260512121526NAL0006696769001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score