How big is WMS Consultants, LLC's plan?

WMS Consultants, LLC's plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20260127072016NAL0001325139001

WMS Consultants, LLC

Name: WMS Consultants, LLC — WMS Consultants LLC 401(k), Form 5500 (2024)
Creator: WMS Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WMS Consultants LLC 401(k) Profit Sharing Plan

401(k) retirement plan · WMS Consultants, LLC's WMS Consultants LLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 3 participants in 2024.

Signals · 2

Late filing · 2.4 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

WMS Consultants, LLC's EIN is 91-1195166.

EIN 91-1195166

Plan number 001

Plan year 2024

ACK ID 20260127072016NAL0001325139001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WMS Consultants, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WMS CONSULTANTS, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off