How big is NWM Advisors, LLC's plan?

NWM Advisors, LLC's plan reported $3.9M in assets and 5 participants for 2025.

Original filing (PDF)20260319154133NAL0005161888001

NWM Advisors, LLC

Name: NWM Advisors, LLC — NWM Advisors, LLC 401(k) Profit, Form 5500 (2025)
Creator: NWM Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NWM Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · NWM Advisors, LLC's NWM Advisors, LLC 401(k) Profit Sharing Plan held $3.9M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

NWM Advisors, LLC's EIN is 81-2444150.

EIN 81-2444150

Plan number 001

Plan year 2025

ACK ID 20260319154133NAL0005161888001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for NWM Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

NWM Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NWM ADVISORS, 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

Helping the score