How big is Wealth Management Institute, Ltd.'s plan?

Wealth Management Institute, Ltd.'s plan reported $592K in assets and 2 participants for 2024.

Original filing (PDF)20250618141803NAL0003899360001

Wealth Management Institute, Ltd.

Name: Wealth Management Institute, Ltd. — WIMI 401(k), Form 5500 (2024)
Creator: Wealth Management Institute, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WIMI 401(k) Profit Sharing Plan

401(k) retirement plan · Wealth Management Institute, Ltd.'s WIMI 401(k) Profit Sharing Plan held $592K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$592K

Net assets (EOY)

$592K

Plan identifiers

Wealth Management Institute, Ltd.'s EIN is 52-2287778.

EIN 52-2287778

Plan number 001

Plan year 2024

ACK ID 20250618141803NAL0003899360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Management Institute, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Management Institute, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH MANAGEMENT INSTITUTE, LTD.

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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 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.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WEALTH MANAGEMENT INSTITUTE, LTD

EIN

all filings

Address

3434 URBANA PIKE · SUITE E · FREDERICK, MD · 21704

Phone

(301) 926-7276

Industry

Finance & Insurance

Plan administrator