Original filing (PDF)20250729105106NAL0005647026001

WMS Partners LLC

Name: WMS Partners LLC — WMS Partners LLC 401(k) Profit, Form 5500 (2024)
Creator: WMS Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WMS Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · WMS Partners LLC's WMS Partners LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

WMS Partners LLC's EIN is 52-1852466.

EIN 52-1852466

Plan number 001

Plan year 2024

ACK ID 20250729105106NAL0005647026001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WMS Partners LLC'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 WMS PARTNERS 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