How big is Waypost Advisors LLC's plan?

Waypost Advisors LLC's plan reported $132K in assets and 5 participants for 2024.

Original filing (PDF)20250718155014NAL0002954704001

Waypost Advisors LLC

Name: Waypost Advisors LLC — Waypost Advisors 401(k) Plan, Form 5500 (2024)
Creator: Waypost Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waypost Advisors 401(k) Plan

401(k) retirement plan · Waypost Advisors LLC's Waypost Advisors 401(k) Plan held $132K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Marcus Bowie signed Waypost Advisors LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Waypost Advisors LLC's EIN is 84-5151949.

EIN 84-5151949

Plan number 001

Plan year 2024

ACK ID 20250718155014NAL0002954704001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAYPOST ADVISORS 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