How big is WSDM, LLC's plan?

WSDM, LLC's plan reported $286K in assets and 13 participants for 2023.

Original filing (PDF)20241008124433NAL0008333251005

WSDM, LLC

Name: WSDM, LLC — WSDM, LLC 401(k) Plan, Form 5500 (2023)
Creator: WSDM, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WSDM, LLC 401(k) Plan

401(k) retirement plan · WSDM, LLC's WSDM, LLC 401(k) Plan held $286K in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$286K

Net assets (EOY)

$286K

Plan identifiers

WSDM, LLC's EIN is 83-3358798.

EIN 83-3358798

Plan number 001

Plan year 2023

ACK ID 20241008124433NAL0008333251005

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for WSDM, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WSDM, LLC

EIN

all filings

Address

614 N. TEJON ST · COLORADO SPRINGS, CO · 809031010

Phone

(719) 447-1777

Industry

Educational Services

Plan administrator

Name

WSDM, LLC

EIN

82-3792218

City

COLORADO SPRINGS, CO

Phone

(719) 447-1777

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

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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