How big is Western Retail Advisors, LLC's plan?

Western Retail Advisors, LLC's plan reported $3.1M in assets and 5 participants for 2024.

Original filing (PDF)20251014173635NAL0004643120001

Western Retail Advisors, LLC

Name: Western Retail Advisors, LLC — WRA Pension Plan, Form 5500 (2024)
Creator: Western Retail Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WRA Pension Plan

Defined-benefit pension plan · Western Retail Advisors, LLC's WRA Pension Plan held $3.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Western Retail Advisors, LLC's EIN is 86-0973575.

EIN 86-0973575

Plan number 002

Plan year 2024

ACK ID 20251014173635NAL0004643120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Western Retail Advisors, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTERN RETAIL 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score