Original filing (PDF)20250416221144NAL0000141699055

WI MANAGEMENT

Name: WI MANAGEMENT — WI MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: WI MANAGEMENT

Form 5500-SF

FILING_RECEIVED

WI MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WI MANAGEMENT.

Plan sponsor

Name

WI MANAGEMENT

EIN

84-3745103

Address

6116 N CENTRAL EXPY · UNIT 180 · DALLAS, TX · 75206

Phone

(512) 628-8231

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

T&K OPERATIONS LLC

T&K OPERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 47 participants

AWD MANAGEMENT SERVICES, INC.

AWD MANAGEMENT SERVICES, INC. 401(K) PLAN

$1.7M · 3 participants

FAIRMOUNT PARK CONSERVANCY

FAIRMOUNT PARK CONSERVANCY 401(K) PLAN

$1.7M · 32 participants

NEW VISTA HEALTH SERVICES, INC.

NEW VISTA HEALTH SERVICES, INC. 401(K) PROFIT SHARING PLAN

$1.7M · 4 participants

PREMIER HEALTH NETWORK CSRA, PC

PREMIER HEALTH NETWORK 401(K) PROFIT SHARING PLAN