How big is Jerald D. Werlin Attorney at Law's plan?

Jerald D. Werlin Attorney at Law's plan reported $1.5M in assets for 2025.

Original filing (PDF)20260508100240NAL0006930834001

Jerald D. Werlin Attorney at Law

Name: Jerald D. Werlin Attorney at Law — Jerald D. Werlin, Form 5500 (2025)
Creator: Jerald D. Werlin Attorney at Law
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerald D. Werlin 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jerald D. Werlin Attorney at Law's Jerald D. Werlin 401(k) Profit Sharing Plan and Trust reported $1.5M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Jerald D. Werlin Attorney at Law's EIN is 11-2973909.

EIN 11-2973909

Plan number 004

Plan year 2025

ACK ID 20260508100240NAL0006930834001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jerald D. Werlin Attorney at Law from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jerald D. Werlin Attorney at Law's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JERALD D. WERLIN ATTORNEY AT LAW.

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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