How big is Paul B. Weitz & Associates' plan?

Paul B. Weitz & Associates' plan reported $4.1M in assets and 7 participants for 2024.

Original filing (PDF)20251015061919NAL0005499744001

Paul B. Weitz & Associates

Name: Paul B. Weitz & Associates — Paul B. Weitz &, Form 5500 (2024)
Creator: Paul B. Weitz & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul B. Weitz & Associates Profit Sharing Plan

401(k) retirement plan · Paul B. Weitz & Associates' Paul B. Weitz & Associates Profit Sharing Plan held $4.1M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Paul Weitz signed Paul B. Weitz & Associates' 2024 Form 5500 as plan administrator.

Paul Weitz — 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

Paul B. Weitz & Associates' EIN is 13-4024892.

EIN 13-4024892

Plan number 001

Plan year 2024

ACK ID 20251015061919NAL0005499744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paul B. Weitz & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paul B. Weitz & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL B. WEITZ & ASSOCIATES.

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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