· 2022–2024 · DOL EFAST2

WEIN & Palermo, LLC — WEIN & Palmero, LLC Profit, Form 5500 (2025)

Original filing (PDF)20260206122519NAL0005611825001

WEIN & Palermo, LLC

Form 5500-SF

FILING_RECEIVED

WEIN & Palmero, LLC Profit Sharing Plan

401(k) retirement plan · WEIN & Palermo, LLC's WEIN & Palmero, LLC Profit Sharing Plan held $9.4M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$9.4M

Net assets (EOY)

$9.4M

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

79

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEIN & PALERMO, LLC.

Plan sponsor

Name

WEIN & PALERMO, LLC

EIN

06-1429757all filings

Address

32 PARK ROAD · WEST HARTFORD, CT · 06119

Phone

(860) 236-5438

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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