How big is Wetherby Asset Mangagement, LLC's plan?

Wetherby Asset Mangagement, LLC's plan reported $24.9M in assets and 84 participants for 2023.

Original filing (PDF)20240717125953NAL0009299090001

Wetherby Asset Mangagement, LLC

Name: Wetherby Asset Mangagement, LLC — Wetherby Asset, Form 5500 (2023)
Creator: Wetherby Asset Mangagement, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wetherby Asset Management 401(k) Profit Sharing Plan

401(k) retirement plan · Wetherby Asset Mangagement, LLC's Wetherby Asset Management 401(k) Profit Sharing Plan held $24.9M in plan assets for 84 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24.9M

Net assets (EOY)

$24.9M

Plan identifiers

Wetherby Asset Mangagement, LLC's EIN is 94-3112753.

EIN 94-3112753

Plan number 002

Plan year 2023

ACK ID 20240717125953NAL0009299090001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wetherby Asset Mangagement, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wetherby Asset Mangagement, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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