How big is WJ Wealth Management, LLC's plan?

WJ Wealth Management, LLC's plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20250926163337NAL0009589217001

WJ Wealth Management, LLC

Name: WJ Wealth Management, LLC — WJWM Cash Balance Plan, Form 5500 (2024)
Creator: WJ Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WJWM Cash Balance Plan

Defined-benefit pension plan · WJ Wealth Management, LLC's WJWM Cash Balance Plan held $1.7M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

WJ Wealth Management, LLC's EIN is 46-4225334.

EIN 46-4225334

Plan number 002

Plan year 2024

ACK ID 20250926163337NAL0009589217001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WJ Wealth Management, 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 WJ 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 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