PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. WM VENTURES, INC.
Sponsor portfolioTH

WM VENTURES, INC.

EIN 30-0391541-Construction-Latest filing 2024
Plans
2
Retirement
2
$3.5M assets
Welfare
0
Participants
141
7175 JONESBORO RD., STE 200-B - MORROW, GA 30260770-319-7461
Plans on this EIN
2 filings
#002CashBalance-$2.1M - 65 part#001401k-$1.4M - 76 part

Retirement portfolio analytics

2 plans aggregated / $3.5M assets / 141 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CASH BALANCE PLAN (#002)61%
  • VENTURES, INC. 401(K) (#001)39%
Total $3.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VENTURES, INC. 401(K) (#001)76
  • CASH BALANCE PLAN (#002)65
Total 141Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WM VENTURES, INC. CASH BALANCE PLAN

CashBalance

Assets$2.1M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WM VENTURES, INC. 401(K) PLAN

401k

Assets$1.4M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WM VENTURES, INC. CASH BALANCE PLANCashBalance$2.1M652024
001WM VENTURES, INC. 401(K) PLAN401k$1.4M762024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica