How big is WPB Ventures LLC's plan?

WPB Ventures LLC's plan reported $36K in assets and 12 participants for 2025.

Original filing (PDF)20260519075112NAL0001369698001

WPB Ventures LLC

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

Form 5500-SF

FILING_RECEIVED

WPB Ventures, LLC 401(k) Plan

401(k) retirement plan · WPB Ventures LLC's WPB Ventures, LLC 401(k) Plan held $36K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

People on this filing

Cliff Baggett signed WPB Ventures LLC's 2025 Form 5500 as plan administrator.

Cliff Baggett — 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

WPB Ventures LLC's EIN is 84-3203051.

EIN 84-3203051

Plan number 001

Plan year 2025

ACK ID 20260519075112NAL0001369698001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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