How big is WM Symposia, Inc.'s plan?

WM Symposia, Inc.'s plan reported $189K in assets and 6 participants for 2024.

Original filing (PDF)20250606111450NAL0012321505001

WM Symposia, Inc.

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

Form 5500-SF

FILING_RECEIVED

WM Symposia, Inc. 401(k) Plan

401(k) retirement plan · WM Symposia, Inc.'s WM Symposia, Inc. 401(k) Plan held $189K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Shirley Horner signed WM Symposia, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

WM Symposia, Inc.'s EIN is 86-0709487.

EIN 86-0709487

Plan number 001

Plan year 2024

ACK ID 20250606111450NAL0012321505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WM Symposia, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WM SYMPOSIA, INC..

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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