Original filing (PDF)20241105104840NAL0004607955001

WEDBUSH VENTURES MANAGEMENT LLC

Name: WEDBUSH VENTURES MANAGEMENT LLC — WEDBUSH VENTURES MANAGEMENT LLC 401K PLAN, Form 5500 (2023)
Creator: WEDBUSH VENTURES MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

WEDBUSH VENTURES MANAGEMENT LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WEDBUSH VENTURES MANAGEMENT LLC.

Plan sponsor

Name

WEDBUSH VENTURES MANAGEMENT LLC

EIN

84-4480017

Address

1000 WILSHIRE BLVD STE 830 · LOS ANGELES, CA · 900172482

Phone

(415) 212-8285

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-10-01

Filed

2024-11-05

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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$0 · 29 participants