How big is WM Partners, LP's plan?

WM Partners, LP's plan reported $2.7M in assets and 28 participants for 2024.

Original filing (PDF)20250805112644NAL0001802161001

WM Partners, LP

Name: WM Partners, LP — WM Partners 401(k) Plan, Form 5500 (2024)
Creator: WM Partners, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WM Partners 401(k) Plan

401(k) retirement plan · WM Partners, LP's WM Partners 401(k) Plan held $2.7M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

TY McLane signed WM Partners, LP's 2024 Form 5500 as plan administrator.

TY McLane — 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

WM Partners, LP's EIN is 47-4355026.

EIN 47-4355026

Plan number 001

Plan year 2024

ACK ID 20250805112644NAL0001802161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WM Partners, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WM Partners, LP'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 WM PARTNERS, LP.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WM PARTNERS, LP

EIN

all filings

Address

21500 BISCAYNE BLVD · SUITE 600 · AVENTURA, FL · 33180

Phone

(754) 260-6503

Industry

Finance & Insurance

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

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Global Restructuring Advisors, LLC

Global Restructuring Advisors, LLC Cash Balance Plan

$2.7M · 3 participants

TOMS Capital LLC

401(k) Plan of TOMS Capital

$2.7M · 5 participants

Burney Partners, LLC

Burney Partners, LLC Cash Balance Plan

$2.7M · 18 participants

Weinand Financial, Inc.

Weinand Financial, Inc. Cash Balance Plan

$2.7M · 5 participants

Sheaff Brock Investment Advisors, LLC

Sheaff Brock Investment Advisors, LLC 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.