How big is Wpromote LLC's plan?

Wpromote LLC's plan reported $45.5M in assets and 726 participants for 2024.

Original filing (PDF)20251015183850NAL0007066128001

Wpromote LLC

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

Form 5500

FILING_RECEIVED

Wpromote LLC 401(k) Plan

401(k) retirement plan · Wpromote LLC's Wpromote LLC 401(k) Plan held $45.5M in plan assets for 726 participants in 2024, with Fidelity as recordkeeper.

Active participants

726

Accounts w/ balance

840

Plan assets (EOY)

$45.5M

Net assets (EOY)

$45.5M

Plan identifiers

Wpromote LLC's EIN is 82-4550413.

EIN 82-4550413

Plan number 001

Plan year 2024

ACK ID 20251015183850NAL0007066128001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wpromote LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (21st percentile).

Plan sponsor

Name

WPROMOTE LLC

EIN

all filings

Address

101 CONTINENTAL BOULEVARD SUITE 150 · EL SEGUNDO, CA · 90245

Phone

(310) 421-4844

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

GREEN HASSON & JANKS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	BOSTON, MA	RECORDKEEPER	$150K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
REGATTA CAPITAL GROUP LLC	26-0825177	EL SEGUNDO, CA	FINANCIAL ADVISOR	$82K	—

Investments

32 direct securities· $45.5M(100% of reported assets)

Mutual Funds

$35.9M

20 holdings

Common Collective Trusts

$6.0M

2 holdings

Other securities

$3.6M

10 holdings

					% of plan
American Funds Target Date 2055 R6	Mutual Funds	—	—	$9.4M	20.7%
American Funds Target Date 2060 R6	Mutual Funds	—	—	$7.5M	16.5%
American Funds Target Date 2050 R6	Mutual Funds	—	—	$7.4M	16.4%
Fidelity 500 Index	Common Collective Trusts	—	—	$5.1M	11.3%
American Funds Target Date 2045 R6	Mutual Funds	—	—	$2.4M	5.2%
American Funds Growth Fund of America R6	Mutual Funds	—	—	$2.0M	4.3%
Fidelity Contrafund K	Mutual Funds	—	—	$1.5M	3.3%
American Funds Mutual R6	Mutual Funds	—	—	$1.0M	2.3%
American Funds Target Date 2030 R6	Mutual Funds	—	—	$987K	2.2%
Wasatch Core Growth Institution	Other securities	—	—	$879K	1.9%
Ishares Russell 2000 Small-Cap Index Fund	Common Collective Trusts	—	—	$842K	1.9%
American Funds New World R6	Mutual Funds	—	—	$819K	1.8%
Eaton Vance Eaton Vance Atlanta Capital SMID-Cap R6	Other securities	—	—	$798K	1.8%
Fidelity International Index	Mutual Funds	—	—	$673K	1.5%
AMG Yacktman Fund Class I	Other securities	—	—	$652K	1.4%
American Funds Target Date 2040 R6	Mutual Funds	—	—	$528K	1.2%
DFA Real Estate Sec I	Mutual Funds	—	—	$517K	1.1%
Fidelity Government Market	Mutual Funds	—	—	$336K	0.7%
Oakmark Global Inv	Other securities	—	—	$330K	0.7%
Maturing through March 2044	Other securities	—	—	$288K	0.6%
MFS International New Discovery R6	Mutual Funds	—	—	$285K	0.6%
Blkrk High Yld Bd. K	Other securities	—	—	$268K	0.6%
American Funds Target Date 2035 R6	Mutual Funds	—	—	$187K	0.4%
Dodge & Cox Dodge & Cox Global Bond I	Mutual Funds	—	—	$159K	0.4%
Neuberger Berman Neuberger Berman Strategic Income Fund Class R6	Other securities	—	—	$157K	0.3%
Blackrock Blkrk Sust Bal Inst	Other securities	—	—	$100K	0.2%
TCW Total Return Bond I	Other securities	—	—	$77K	0.2%
FPA New Income Fund	Other securities	—	—	$73K	0.2%
American Funds Target Date 2065 R6	Mutual Funds	—	—	$65K	0.1%
American Funds Target Date 2025 R6	Mutual Funds	—	—	$50K	0.1%
Pimco Real Return Fund I	Mutual Funds	—	—	$25K	<0.1%
American Funds American Funds Target Date 2010 R6	Mutual Funds	—	—	$4K	<0.1%