How big is Wcgrm LLC's plan?

Wcgrm LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251006212457NAL0004182481001

Wcgrm LLC

Name: Wcgrm LLC — Wcgrm LLC Cash Balance Plan, Form 5500 (2024)
Creator: Wcgrm LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wcgrm LLC Cash Balance Plan

Defined-benefit pension plan · Wcgrm LLC's Wcgrm LLC Cash Balance Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Michele Pemberton signed Wcgrm LLC's 2024 Form 5500 as plan administrator.

Michele Pemberton — 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 002

Plan year 2024

ACK ID 20251006212457NAL0004182481001

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 a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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

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

The Murray Hougen Group

The Murray Hougen Group 401(k) Plan

$1.4M · 2 participants

Cordell & Associates, Inc.

Cordell & Associates, Inc. 401(k) Plan

$1.4M · 8 participants

Altmeyer Financial Strategies LLC

Altmeyer Financial Strategies LLC Cash Balance Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.