How big is Wertheimer Fredman LLC's plan?

Wertheimer Fredman LLC's plan reported $1.2M in assets and 7 participants for 2025.

Original filing (PDF)20260414122518NAL0011073507001

Wertheimer Fredman LLC

Name: Wertheimer Fredman LLC — Wertheimer Fredman LLC, Form 5500 (2025)
Creator: Wertheimer Fredman LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wertheimer Fredman LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wertheimer Fredman LLC's Wertheimer Fredman LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

GWEN Cantor signed Wertheimer Fredman LLC's 2025 Form 5500 as plan administrator.

GWEN Cantor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wertheimer Fredman LLC's EIN is 13-3861880.

EIN 13-3861880

Plan number 001

Plan year 2025

ACK ID 20260414122518NAL0011073507001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wertheimer Fredman LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wertheimer Fredman LLC'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 WERTHEIMER FREDMAN LLC.

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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

Knocking points off