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Original filing (PDF)20260216122714NAL0005854531001
THE WLB GROUP, INC.
Form 5500-SF
FILING_RECEIVED
THE WLB GROUP, INC. , PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
85
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WLB GROUP, INC..
Plan sponsor
Name
THE WLB GROUP, INC.
EIN
86-0402012
Address
4444 E BROADWAY BLVD. · TUCSON, AZ · 857113508
Phone
(520) 881-7480
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-08-01
Tax period
2025-07-31
Filed
2026-02-16
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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