Original filing (PDF)20250528091406NAL0006400529001

WERTHEIMER FREDMAN LLC

Name: WERTHEIMER FREDMAN LLC — WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WERTHEIMER FREDMAN LLC

Form 5500-SF

FILING_RECEIVED

WERTHEIMER FREDMAN LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WERTHEIMER FREDMAN LLC.

Plan sponsor

Name

WERTHEIMER FREDMAN LLC

EIN

13-3861880

Address

333 WESTCHESTER AVE · WHITE PLAINS, NY · 106042910

Phone

(914) 733-7330

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KAPLAN LAW FIRM

ANDREW B. KAPLAN PROFIT SHARING PLAN

$1.1M · 4 participants

MARY ALEXANDER & ASSOCIATES IN

MARY ALEXANDER & ASSOCIATES IN 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 7 participants

OLVER KORTS, LLP

OLVER KORTS, LLP 401(K) PLAN

$1.1M · 8 participants

QUACH FAMILY LAW, PC

QUACH FAMILY LAW, PC 401(K) P/S PLAN

$1.1M · 3 participants

MURRIN & ASSOCIATES LLC

MURRIN & ASSOCIATES LLC 401K PLAN

$1.1M