How big is Kertzman & WEIL, LLP's plan?

Kertzman & WEIL, LLP's plan reported $2.4M in assets and 9 participants for 2024.

Original filing (PDF)20250405144403NAL0013570385001

Kertzman & WEIL, LLP

Name: Kertzman & WEIL, LLP — Kertzman & WEIL, LLP 401(k), Form 5500 (2024)
Creator: Kertzman & WEIL, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kertzman & WEIL, LLP 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Kertzman & WEIL, LLP's Kertzman & WEIL, LLP 401(k) Profit Sharing Plan and Trust held $2.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Kertzman & WEIL, LLP's EIN is 04-3448762.

EIN 04-3448762

Plan number 001

Plan year 2024

ACK ID 20250405144403NAL0013570385001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kertzman & WEIL, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kertzman & WEIL, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KERTZMAN & WEIL, LLP.

Finding similar companies…

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