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Original filing (PDF)20251015183850NAL0007066128001
WPROMOTE LLC
Form 5500
FILING_RECEIVED
WPROMOTE LLC 401K PLAN
401(k) retirement plan
Active participants
726
Accounts w/ balance
840
Plan assets (EOY)
$45.5M
Net assets (EOY)
$45.5M
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 (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 76% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WPROMOTE LLC.
Plan sponsor
Name
WPROMOTE LLC
EIN
82-4550413
Address
101 CONTINENTAL BOULEVARD SUITE 150 · EL SEGUNDO, CA · 90245
Phone
(310) 421-4844
Industry
Professional & Technical Servicessee all
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
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | BOSTON, MA | RECORDKEEPER | $150K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2055 R6 | — | — | — | $9.4M | 20.7% | |
| American Funds Target Date 2060 R6 | — | — | — | $7.5M | 16.5% | |
| American Funds Target Date 2050 R6 | — | — | — | $7.4M | 16.4% | |
| Fidelity 500 Index | — | — | — | $5.1M | 11.3% | |
| American Funds Target Date 2045 R6 | — | — | — | $2.4M | 5.2% | |
| American Funds Growth Fund of America R6 | — | — | — | $2.0M | 4.3% | |
| Fidelity Contrafund K | — | — | — | $1.5M | 3.3% | |
| American Funds Mutual R6 | — | — | — | $1.0M | 2.3% | |
| American Funds Target Date 2030 R6 | — | — | — | $987K | 2.2% | |
| Wasatch Core Growth Institution | — | — | — | $879K | 1.9% | |
| Ishares Russell 2000 Small-Cap Index Fund | — | — | — | $842K | 1.9% | |
| American Funds New World R6 | — | — | — | $819K | 1.8% | |
| Eaton Vance Eaton Vance Atlanta Capital SMID-Cap R6 | — | — | — | $798K | 1.8% | |
| Fidelity International Index | — | — | — | $673K | 1.5% | |
| AMG Yacktman Fund Class I | — | — | — | $652K | 1.4% | |
| American Funds Target Date 2040 R6 | — | — | — | $528K | 1.2% | |
| DFA Real Estate Sec I | — | — | — | $517K | 1.1% | |
| Fidelity Government Market | — | — | — | $336K | 0.7% | |
| Oakmark Global Inv | — | — | — | $330K | 0.7% | |
| Maturing through March 2044 | — | — | — | $288K | 0.6% | |
| MFS International New Discovery R6 | — | — | — | $285K | 0.6% | |
| Blkrk High Yld Bd. K | — | — | — | $268K | 0.6% | |
| American Funds Target Date 2035 R6 | — | — | — | $187K | 0.4% | |
| Dodge & Cox Dodge & Cox Global Bond I | — | — | — | $159K | 0.4% | |
| Neuberger Berman Neuberger Berman Strategic Income Fund Class R6 | — | — | — | $157K | 0.3% | |
| Blackrock Blkrk Sust Bal Inst | — | — | — | $100K | 0.2% | |
| TCW Total Return Bond I | — | — | — | $77K | 0.2% | |
| FPA New Income Fund | — | — | — | $73K | 0.2% | |
| American Funds Target Date 2065 R6 | — | — | — | $65K | 0.1% | |
| American Funds Target Date 2025 R6 | — | — | — | $50K | 0.1% | |
| Pimco Real Return Fund I | — | — | — | $25K | <0.1% | |
| American Funds American Funds Target Date 2010 R6 | — | — | — | $4K | <0.1% |
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