Original filing (PDF)20250311201552NAL0036127122001

WLFCO, LLC

Name: WLFCO, LLC — WLFCO LLC PREMIUM ONLY PLAN, Form 5500 (2023)
Creator: WLFCO, LLC

Form 5500-SF

FILING_RECEIVED

WLFCO LLC PREMIUM ONLY PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

WLFCO, LLC

EIN

83-4272397all filings

Address

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

Phone

(361) 339-2065

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

525

Plan year

2023

Plan year begin

2023-06-01

Tax period

2024-05-31

Filed

2025-03-11

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life insurance

4D · Dental

4E · Vision

4F · Temporary disability (accident and sickness)

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

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