How big is WFM Enterprises, LLC's plan?

WFM Enterprises, LLC's plan reported $1.2M in assets and 113 participants for 2024.

Original filing (PDF)20250814231338NAL0023048834001

WFM Enterprises, LLC

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

Form 5500-SF

FILING_RECEIVED

WFM Enterprises, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · WFM Enterprises, LLC's WFM Enterprises, LLC 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Kevin Boercker signed WFM Enterprises, LLC's 2024 Form 5500 as plan administrator.

Kevin Boercker — 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

WFM Enterprises, LLC's EIN is 75-3097823.

EIN 75-3097823

Plan number 001

Plan year 2024

ACK ID 20250814231338NAL0023048834001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WFM Enterprises, 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 WFM ENTERPRISES, LLC.

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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 (3rd percentile).

Helping the score