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Sponsor portfolio

WMP LLC

EIN 87-0662657-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$6.4M assets
Welfare
0
Participants
57
1338 FOOTHILLDRIVE - #282 - SALT LAKE CITY, UT 84108801-524-8939
Plans on this EIN
2 filings
#001401k-$3.2M - 9 part#003CashBalance-$3.1M - 48 part

Retirement portfolio analytics

2 plans aggregated / $6.4M assets / 57 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • LLC RETIREMENT PLAN (#001)51%
  • CASH BALANCE PLAN (#003)49%
Total $6.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)48
  • LLC RETIREMENT PLAN (#001)9
Total 57Click 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#001

WMP LLC RETIREMENT PLAN

401k

Assets$3.2M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WMP LLC CASH BALANCE PLAN

CashBalance

Assets$3.1M
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WMP LLC RETIREMENT PLAN401k$3.2M92024
003WMP LLC CASH BALANCE PLANCashBalance$3.1M482024
Retirement plans
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