Original filing (PDF)20250502134312NAL0006632688001

WP Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

WP Financial, LLC Pension Plan

Defined-benefit pension plan · WP Financial, LLC's WP Financial, LLC Pension Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 84-3311885

Plan number 002

Plan year 2024

ACK ID 20250502134312NAL0006632688001

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 a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score