How big is WBM Inc.'s plan?

WBM Inc.'s plan reported $13K in assets and 5 participants for 2024.

Original filing (PDF)20250802084144NAL0007787393001

WBM Inc.

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

Form 5500-SF

FILING_RECEIVED

WBM Inc. 401(k) Plan

401(k) retirement plan · WBM Inc.'s WBM Inc. 401(k) Plan held $13K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Matthew Bucher signed WBM Inc.'s 2024 Form 5500 as plan administrator.

Matthew Bucher — 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

WBM Inc.'s EIN is 85-2706528.

EIN 85-2706528

Plan number 001

Plan year 2024

ACK ID 20250802084144NAL0007787393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WBM Inc.'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 WBM INC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WBM INC

EIN

all filings

Address

91-3575 KAULAUKOKO ST STE 3001 · EWA BEACH, HI · 96706

Phone

(808) 800-6148

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

Eaglecrest Accounting LLC

Eaglecrest Accounting 401(k) Plan

$13K · 7 participants

Strategic Business Alliance LLC

Strategic Business Alliance 401(k) Plan

$13K · 6 participants

Animas Accounting, Inc.

Animas Accounting, Inc. 401(k) Plan

$13K · 2 participants

Druzy Financials

$13K · 2 participants

High Impact Business Solutions

High Impact Business Solutions 401(k) Plan

$13K · 7 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.