How big is WOI Advisory LLC's plan?

WOI Advisory LLC's plan reported $769 in assets and 1 participants for 2024.

Original filing (PDF)20250717184625NAL0001116816001

WOI Advisory LLC

Name: WOI Advisory LLC — Form 5500 (2024)
Creator: WOI Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WOI Advisory LLC

401(k) retirement plan · WOI Advisory LLC held $769 in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$769

Net assets (EOY)

$769

People on this filing

Nick Rice signed WOI Advisory LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

WOI Advisory LLC's EIN is 87-3603106.

EIN 87-3603106

Plan number 001

Plan year 2024

ACK ID 20250717184625NAL0001116816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for WOI Advisory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

WOI Advisory LLC'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 WOI ADVISORY 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score