How big is Wcgrm LLC's plan?

Wcgrm LLC's plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20251006211542NAL0002347603001

Wcgrm LLC

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

Form 5500-SF

FILING_RECEIVED

Wcgrm LLC 401(k)/Profit Sharing

401(k) retirement plan · Wcgrm LLC's Wcgrm LLC 401(k)/Profit Sharing held $1.5M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Shelby Pierce signed Wcgrm LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Wcgrm LLC's EIN is 82-5233884.

EIN 82-5233884

Plan number 001

Plan year 2024

ACK ID 20251006211542NAL0002347603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Plan sponsor

Name

WCGRM LLC

EIN

all filings

Address

75-440 PAINTED DESERT DRIVE · INDIAN WELLS, CA · 92210

Phone

(760) 333-0389

Industry

Finance & Insurance

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

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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