Original filing (PDF)20251006212457NAL0004182481001

WCGRM LLC

Name: WCGRM LLC — WCGRM LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: WCGRM LLC

Form 5500-SF

FILING_RECEIVED

WCGRM LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WCGRM LLC.

Plan sponsor

Name

WCGRM LLC

EIN

82-5233884

Address

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

Phone

(760) 333-0389

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FOX-SMITH WEALTH MANAGEMENT, LLC

FOX-SMITH WEALTH MANAGEMENT 401(K) PLAN & TRUST

$1.4M · 11 participants

PKLP, LLC DBA AXIOM WEALTH MANAGEMENT

AXIOM WEALTH MANAGEMENT 401(K) PLAN

$1.4M · 23 participants

CORDELL & ASSOCIATES, INC.

CORDELL & ASSOCIATES, INC. 401K PLAN

$1.4M · 8 participants

ALTMEYER FINANCIAL STRATEGIES LLC

ALTMEYER FINANCIAL STRATEGIES LLC CASH BALANCE PLAN

$1.4M · 4 participants

GALAXY INVESTMENT PARTNERS LLC

GALAXY INVESTMENT PARTNERS LLC 401(K) PLAN