Original filing (PDF)20251026202933NAL0005288897001

WEISS AND COMPANY LLP

Name: WEISS AND COMPANY LLP — WEISS AND COMPANY LLP PENSION TRUST, Form 5500 (2024)
Creator: WEISS AND COMPANY LLP

Form 5500-SF

FILING_RECEIVED

WEISS AND COMPANY LLP PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEISS AND COMPANY LLP.

Plan sponsor

Name

WEISS AND COMPANY LLP

EIN

13-3747570

Address

18 EAST 41ST STREET · NEW YORK, NY · 10017

Phone

(212) 302-3400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-03-31

Filed

2025-10-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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