How big is VWM Advisors, LLC's plan?

VWM Advisors, LLC's plan reported $217K in assets and 2 participants for 2022.

Original filing (PDF)20231009095337NAL0053473106001

VWM Advisors, LLC

Name: VWM Advisors, LLC — VWM Advisors, LLC 401(k) Plan, Form 5500 (2022)
Creator: VWM Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VWM Advisors, LLC 401(k) Plan

401(k) retirement plan · VWM Advisors, LLC's VWM Advisors, LLC 401(k) Plan held $217K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

People on this filing

Michael B. McMahon signed VWM Advisors, LLC's 2022 Form 5500 as plan administrator.

Michael B. McMahon — 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

VWM Advisors, LLC's EIN is 45-3413569.

EIN 45-3413569

Plan number 001

Plan year 2022

ACK ID 20231009095337NAL0053473106001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for VWM Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

VWM Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VWM 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