Original filing (PDF)20240620220030NAL0002942496014

WPB MANAGEMENT, LLC

Name: WPB MANAGEMENT, LLC — WPB MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2023)
Creator: WPB MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

WPB MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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

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.

Decision-maker contacts

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

Plan sponsor

Name

WPB MANAGEMENT, LLC

EIN

80-0819578all filings

Address

908 W 16TH ST · AUSTIN, TX · 78701

Phone

(405) 203-3693

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

LETENDRE CONCRETE & DESIGN, INC

LETENDRE CONCRETE & DESIGN, INC 401(K) PLAN

$37K · 7 participants

LOVE WELD

LOVE WELD RETIREMENT TRUST

$37K · 68 participants

FIT PROS ON LOCATION

FIT PROS ON LOCATION 401(K) PLAN

$37K · 9 participants

MAESTRO READING INC

MAESTRO READING INC 401(K) PROFIT SHARING PLAN & TRUST

$37K · 1 participants

SAFE ZONE FLAGGING

SAFE ZONE FLAGGING 401(K) PROFIT SHARING PLAN & TRUST

$37K · 6 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.