Original filing (PDF)20251013153700NAL0003402658001

WMB CONSULTING SERVICES, LTD

Name: WMB CONSULTING SERVICES, LTD — WMB CONSULTING SERVICES, LTD PENSION PLAN, Form 5500 (2024)
Creator: WMB CONSULTING SERVICES, LTD

Form 5500-SF

FILING_RECEIVED

WMB CONSULTING SERVICES, LTD PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WMB CONSULTING SERVICES, LTD.

Plan sponsor

Name

WMB CONSULTING SERVICES, LTD

EIN

47-2633437

Address

2040 MERRICK RD. - SUITE 510 · MERRICK, NY · 11520

Phone

—

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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