How big is WPT Capital Advisors, LLC's plan?

WPT Capital Advisors, LLC's plan reported $5.5M in assets and 26 participants for 2024.

Original filing (PDF)20250708154909NAL0004145265001

WPT Capital Advisors, LLC

Name: WPT Capital Advisors, LLC — WPT Capital Advisors, Form 5500 (2024)
Creator: WPT Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WPT Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · WPT Capital Advisors, LLC's WPT Capital Advisors, LLC 401(k) Plan held $5.5M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

WPT Capital Advisors, LLC's EIN is 87-2964216.

EIN 87-2964216

Plan number 001

Plan year 2024

ACK ID 20250708154909NAL0004145265001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WPT Capital Advisors, LLC'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 WPT CAPITAL ADVISORS, LLC.

Finding similar companies…

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