How big is Wollmuth Maher & Deutsch, LLP's plan?

Wollmuth Maher & Deutsch, LLP's plan reported $43.2M in assets and 47 participants for 2024.

Original filing (PDF)20260217113807NAL0007258451001

Wollmuth Maher & Deutsch, LLP

Name: Wollmuth Maher & Deutsch, LLP — Wollmuth Maher &, Form 5500 (2024)
Creator: Wollmuth Maher & Deutsch, LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Wollmuth Maher & Deutsch LLP 401(k) Plan

401(k) retirement plan · Wollmuth Maher & Deutsch, LLP's Wollmuth Maher & Deutsch LLP 401(k) Plan held $43.2M in plan assets for 47 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late filing · 3.0 moHigh average account balance

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$43.2M

Net assets (EOY)

$43.2M

People on this filing

Robin TEEL signed Wollmuth Maher & Deutsch, LLP's 2024 Form 5500 as plan administrator.

Robin TEEL — 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

Wollmuth Maher & Deutsch, LLP's EIN is 13-3997794.

EIN 13-3997794

Plan number 001

Plan year 2024

ACK ID 20260217113807NAL0007258451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wollmuth Maher & Deutsch, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wollmuth Maher & Deutsch, LLP'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 WOLLMUTH MAHER & DEUTSCH, LLP.

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.0 months past the 10.5-month grace window.

Helping the score

Below-peer total plan cost (95th percentile).
High average account balance (100th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

WOLLMUTH MAHER & DEUTSCH, LLP

EIN

all filings

Address

500 FIFTH AVE · 12 FLOOR · NEW YORK, NY · 10110

Phone

(212) 382-3300

Industry

Law Offices· Professional & Technical Services

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

2026-02-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$300	—

Investments

43 direct securities · 1 pooled fund· $43.4M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$37.7M

38 holdings

Common Collective Trusts

$5.2M

2 holdings

Common Collective Trust

$370K

1 holding

Bonds / Notes

$130K

1 holding

Other securities

$49K

2 holdings

					% of plan
Fidelity Blue Chip Gr K - Mutual funds	Mutual Funds	—	—	$7.5M	17.3%
Fidelity Contrafund K - Mutual funds	Mutual Funds	—	—	$5.5M	12.8%
Fidelity 500 Index - Mutual funds	Common Collective Trusts	—	—	$4.8M	11.1%
Fidelity Balanced K - Mutual funds	Mutual Funds	—	—	$3.4M	7.9%
Fidelity Government money market funds – cash equivalents	Mutual Funds	—	—	$3.3M	7.6%
Fidelity Freedom 2055 K - Mutual funds	Mutual Funds	—	—	$2.3M	5.4%
Fidelity Mid Cap Stock K - Mutual funds	Mutual Funds	—	—	$2.2M	5.1%
Fidelity Total Mkt Index - Mutual funds	Mutual Funds	—	—	$1.9M	4.5%
Fidelity Freedom 2050 K - Mutual funds	Mutual Funds	—	—	$1.1M	2.5%
Fidelity Freedom 2020 K - Mutual funds	Mutual Funds	—	—	$916K	2.1%
Fidelity Freedom 2060 K - Mutual funds	Mutual Funds	—	—	$910K	2.1%
Fidelity Real Estate Investment - Mutual funds	Mutual Funds	—	—	$899K	2.1%
Fidelity Freedom 2035 K - Mutual funds	Mutual Funds	—	—	$733K	1.7%
Fidelity Strategic Income - Mutual funds	Mutual Funds	—	—	$711K	1.6%
Fidelity Freedom 2045 K - Mutual funds	Mutual Funds	—	—	$654K	1.5%
Fidelity Freedom 2040 K - Mutual funds	Mutual Funds	—	—	$621K	1.4%
Fidelity Diversified Intl K - Mutual funds	Mutual Funds	—	—	$606K	1.4%
Fidelity Sel Gold - Mutual funds	Mutual Funds	—	—	$594K	1.4%
Fidelity Intl Index - Mutual funds	Mutual Funds	—	—	$474K	1.1%
Fidelity Dividend Gr K - Mutual funds	Mutual Funds	—	—	$458K	1.1%
Fidelity Mid Cap Index - Mutual funds	Mutual Funds	—	—	$444K	1.0%
Fidelity Managed Income Portfolio Class 1 – common/collective trust	Common Collective Trusts	—	—	$370K	0.9%
MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$370K	0.9%
Fidelity Capital & Income - Mutual funds	Mutual Funds	—	—	$361K	0.8%
PIMCO Income Inst - Mutual funds	Mutual Funds	—	—	$349K	0.8%
Fidelity Value K - Mutual funds	Mutual Funds	—	—	$305K	0.7%
Fidelity Small Cap Value - Mutual funds	Mutual Funds	—	—	$217K	0.5%
Fidelity Eq Div Income K - Mutual funds	Mutual Funds	—	—	$210K	0.5%
Fidelity US Bond Index - Mutual funds	Mutual Funds	—	—	$204K	0.5%
PIMCO Total RT Inst - Mutual funds	Mutual Funds	—	—	$175K	0.4%
Fidelity Small Cap Index - Mutual funds	Mutual Funds	—	—	$148K	0.3%
Fidelity Freedom 2030 K - Mutual funds	Mutual Funds	—	—	$137K	0.3%
Notes receivable from participants (interest rates of 4.25% to 9.50%)	Bonds / Notes	—	—	$130K	0.3%
Fidelity Low Priced Stk K - Mutual funds	Mutual Funds	—	—	$103K	0.2%
PIMCO Low Dur Inst - Mutual funds	Mutual Funds	—	—	$99K	0.2%
PIMCO Real Return Inst - Mutual funds	Mutual Funds	—	—	$53K	0.1%
Royce Micro-Cap Svc - Mutual funds	Other securities	—	—	$47K	0.1%
Fidelity Freedom 2025 K - Mutual funds	Mutual Funds	—	—	$42K	<0.1%
Fidelity New Markets Inc - Mutual funds	Mutual Funds	—	—	$34K	<0.1%
Fidelity Freedom 2065 K - Mutual funds	Mutual Funds	—	—	$13K	<0.1%
ClearBridge Small Cap I - Mutual funds	Other securities	—	—	$3K	<0.1%
Fidelity Freedom 2010 K - Mutual funds	Mutual Funds	—	—	$2K	<0.1%
Fidelity Freedom Inc K - Mutual funds	Mutual Funds	—	—	$2K	<0.1%
PIMCO EM Mkts Bd Inst - Mutual funds	Mutual Funds	—	—	$2K	<0.1%