How big is WFA Asset Management Corp.'s plan?

WFA Asset Management Corp.'s plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20250908215728NAL0012203203001

WFA Asset Management Corp.

Name: WFA Asset Management Corp. — WFA Asset Management, Form 5500 (2024)
Creator: WFA Asset Management Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WFA Asset Management Corp. Cash Balance Plan

Defined-benefit pension plan · WFA Asset Management Corp.'s WFA Asset Management Corp. Cash Balance Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

WFA Asset Management Corp.'s EIN is 39-1659836.

EIN 39-1659836

Plan number 001

Plan year 2024

ACK ID 20250908215728NAL0012203203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WFA Asset Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WFA Asset Management Corp.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WFA ASSET MANAGEMENT CORP..

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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