How big is WP Financial, LLC's plan?

WP Financial, LLC's plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250502133951NAL0004515745001

WP Financial, LLC

Name: WP Financial, LLC — WP Financial, LLC 401(k) Profit, Form 5500 (2024)
Creator: WP Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WP Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · WP Financial, LLC's WP Financial, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

WP Financial, LLC's EIN is 84-3311885.

EIN 84-3311885

Plan number 001

Plan year 2024

ACK ID 20250502133951NAL0004515745001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WP Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WP Financial, 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 WP FINANCIAL, 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

Helping the score