How big is Wlfco, LLC's plan?

Wlfco, LLC's plan reported $4.8M in assets and 10 participants for 2025.

Original filing (PDF)20260430131143NAL0026218674001

Wlfco, LLC

Name: Wlfco, LLC — Wlfco Profit Sharing & 401(k) Plan, Form 5500 (2025)
Creator: Wlfco, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wlfco Profit Sharing & 401(k) Plan

401(k) retirement plan · Wlfco, LLC's Wlfco Profit Sharing & 401(k) Plan held $4.8M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

LEAH Schexnayder-Delaune signed Wlfco, LLC's 2025 Form 5500 as plan administrator.

LEAH Schexnayder-Delaune — 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

Wlfco, LLC's EIN is 83-4272397.

EIN 83-4272397

Plan number 001

Plan year 2025

ACK ID 20260430131143NAL0026218674001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wlfco, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

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 (88th percentile).

Plan sponsor

Name

WLFCO, LLC

EIN

all filings

Address

807 N UPPER BROADWAY · SUITE 300 · CORPUS CHRISTI, TX · 78401

Phone

(361) 339-2063

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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