How big is WSM Elder Law's plan?

WSM Elder Law's plan reported $29K in assets and 8 participants for 2024.

Original filing (PDF)20250718155822NAL0003428674001

WSM Elder Law

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

Form 5500-SF

FILING_RECEIVED

WSM Elder Law 401(k) Plan

401(k) retirement plan · WSM Elder Law's WSM Elder Law 401(k) Plan held $29K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

Marcus Bowie signed WSM Elder Law'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

WSM Elder Law's EIN is 85-3482123.

EIN 85-3482123

Plan number 001

Plan year 2024

ACK ID 20250718155822NAL0003428674001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WSM Elder Law'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 WSM ELDER LAW.

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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