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

Wealth Management Advisors, LLC's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20251005130005NAL0002819041001

Wealth Management Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Management Advisors 401(k) Plan

401(k) retirement plan · Wealth Management Advisors, LLC's Wealth Management Advisors 401(k) Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Wealth Management Advisors, LLC's EIN is 46-5676735.

EIN 46-5676735

Plan number 001

Plan year 2024

ACK ID 20251005130005NAL0002819041001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Management Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH MANAGEMENT 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