How big is Wealth Management Services, LLC's plan?

Wealth Management Services, LLC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20251009160702NAL0016044850001

Wealth Management Services, LLC

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

Form 5500-SF

FILING_RECEIVED

WMS, LLC 401(k) Plan

401(k) retirement plan · Wealth Management Services, LLC's WMS, LLC 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Wealth Management Services, LLC's EIN is 54-2071818.

EIN 54-2071818

Plan number 001

Plan year 2024

ACK ID 20251009160702NAL0016044850001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Management Services, 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 WEALTH MANAGEMENT SERVICES, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off