How big is WCC Mgmt LLC's plan?

WCC Mgmt LLC's plan reported $43K in assets for 2023.

Original filing (PDF)20241015104108NAL0028093985001

WCC Mgmt LLC

Name: WCC Mgmt LLC — WCC Mgmt LLC 401(k) Plan, Form 5500 (2023)
Creator: WCC Mgmt LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WCC Mgmt LLC 401(k) Plan

401(k) retirement plan · WCC Mgmt LLC's WCC Mgmt LLC 401(k) Plan reported $43K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

Michael Lodge signed WCC Mgmt LLC's 2023 Form 5500 as plan administrator.

Michael Lodge — 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

WCC Mgmt LLC's EIN is 81-3331521.

EIN 81-3331521

Plan number 001

Plan year 2023

ACK ID 20241015104108NAL0028093985001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for WCC Mgmt LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

WCC Mgmt LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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.

Plan sponsor

Name

WCC MGMT LLC

EIN

all filings

Address

14252 CULVER DRIVE · SUITE A#834 · IRVINE, CA · 92604

Phone

(949) 478-9947

Industry

Finance & Insurance

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

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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