P 401(k) Plan Report

Stable plan record

WMS ADVISORS LLC 401(K) SAFE HARBOR PLAN

Sponsored by WMS ADVISORS, LLC · EIN/PN 371930388-002

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$5,758
Administrative cost per participant
2025
$2,475
Active participants
2025
3
Total plan assets
2025
$3,868,216
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260413123228NAL00180425120013$5,758
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.