How big is White Marlin Wealth Management LLC's plan?

White Marlin Wealth Management LLC's plan reported $928K in assets and 3 participants for 2024.

Original filing (PDF)20250627050245NAL0005190851001

White Marlin Wealth Management LLC

Name: White Marlin Wealth Management LLC — WMWM LLC 401, Form 5500 (2024)
Creator: White Marlin Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WMWM LLC 401 (K) P/S Plan

401(k) retirement plan · White Marlin Wealth Management LLC's WMWM LLC 401 (K) P/S Plan held $928K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$928K

Net assets (EOY)

$928K

Plan identifiers

White Marlin Wealth Management LLC's EIN is 45-3999462.

EIN 45-3999462

Plan number 001

Plan year 2024

ACK ID 20250627050245NAL0005190851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for White Marlin Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

White Marlin Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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