Original filing (PDF)20250910150828NAL0035706272001

WERTZ & COMPANY, LLP

Name: WERTZ & COMPANY, LLP — WERTZ & COMPANY, LLP 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: WERTZ & COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

WERTZ & COMPANY, LLP 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WERTZ & COMPANY, LLP.

Plan sponsor

Name

WERTZ & COMPANY, LLP

EIN

02-0639624

Address

5450 TRABUCO RD. · IRVINE, CA · 92620

Phone

(949) 756-5000

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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