Original filing (PDF)20241117092131NAL0000278771001

WPTR Management, LLC

Name: WPTR Management, LLC — WPTR Management, LLC 401(k), Form 5500 (2023)
Creator: WPTR Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WPTR Management, LLC 401(k) Plan

401(k) retirement plan · WPTR Management, LLC's WPTR Management, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

AMY Harrison signed WPTR Management, LLC's 2023 Form 5500 as plan administrator.

AMY Harrison — 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

WPTR Management, LLC's EIN is 52-2249497.

EIN 52-2249497

Plan number 001

Plan year 2023

ACK ID 20241117092131NAL0000278771001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for WPTR Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

WPTR Management, 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 WPTR MANAGEMENT, 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