· 2022–2024 · DOL EFAST2

WSM Investments — WSM Investments 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251014083114NAL0001117795001

WSM Investments

Form 5500-SF

FILING_RECEIVED

WSM Investments 401(k) Plan

401(k) retirement plan · WSM Investments' WSM Investments 401(k) Plan held $421K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$421K

Net assets (EOY)

$421K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

WSM INVESTMENTS

EIN

83-2423784all filings

Address

2 SOUTH STREET · SUITE 303 · AUBURN, NY · 13021

Phone

(315) 569-3895

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

2025-10-14

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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