How big is Wealth Management Advisors LLC's plan?

Wealth Management Advisors LLC's plan reported $1K in assets and 2 participants for 2024.

Original filing (PDF)20251229133204NAL0009771539001

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 LLC CBS Benefit Plan

Health & welfare plan · Wealth Management Advisors LLC's Wealth Management Advisors LLC CBS Benefit Plan held $1K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$380

People on this filing

Joseph HSU signed Wealth Management Advisors LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Wealth Management Advisors LLC's EIN is 47-2155408.

EIN 47-2155408

Plan number 501

Plan year 2024

ACK ID 20251229133204NAL0009771539001

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 health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score