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WM MICHAEL WHITE — WELLS FARGO ADVISORS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250428121354NAL0012232929001
WM MICHAEL WHITE
Form 5500-SF
FILING_RECEIVED
WELLS FARGO ADVISORS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WM MICHAEL WHITE
.
Find decision makers
Plan sponsor
Name
WM MICHAEL WHITE
DBA
WM MICHAEL WHITE, PC
EIN
38-2486366
Address
100 NORTHBOUND GRATIOT AVE STE B · MOUNT CLEMENS, MI · 480432339
Phone
(586) 468-8850
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-28
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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