How big is WAM USA Inc.'s plan?

WAM USA Inc.'s plan reported $3.1M in assets and 101 participants for 2024.

Original filing (PDF)20250603133015NAL0007642275001

WAM USA Inc.

Name: WAM USA Inc. — WAM USA Inc. 401(k) Plan, Form 5500 (2024)
Creator: WAM USA Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WAM USA Inc. 401(k) Plan

401(k) retirement plan · WAM USA Inc.'s WAM USA Inc. 401(k) Plan held $3.1M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Yesenia Espinoza signed WAM USA Inc.'s 2024 Form 5500 as plan administrator.

Yesenia Espinoza — 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

WAM USA Inc.'s EIN is 58-2518591.

EIN 58-2518591

Plan number 001

Plan year 2024

ACK ID 20250603133015NAL0007642275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WAM USA Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WAM USA Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAM USA INC..

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score