How big is Wasserstein & Co LP's plan?

Wasserstein & Co LP's plan reported $14.9M in assets and 4 participants for 2024.

Original filing (PDF)20250915182158NAL0003552482001

Wasserstein & Co LP

Name: Wasserstein & Co LP — Wasserstein & Co LP 401(k), Form 5500 (2024)
Creator: Wasserstein & Co LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wasserstein & Co LP 401(k) Plan

401(k) retirement plan · Wasserstein & Co LP's Wasserstein & Co LP 401(k) Plan held $14.9M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

People on this filing

Andrew Marinos signed Wasserstein & Co LP's 2024 Form 5500 as plan administrator.

Andrew Marinos — 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

Wasserstein & Co LP's EIN is 13-4148562.

EIN 13-4148562

Plan number 001

Plan year 2024

ACK ID 20250915182158NAL0003552482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wasserstein & Co LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wasserstein & Co LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WASSERSTEIN & CO LP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

WASSERSTEIN & CO LP

EIN

all filings

Address

1185 AVENUE OF THE AMERICAS FL 39 · NEW YORK, NY · 100362603

Phone

(917) 991-2767

Industry

Finance & Insurance

Plan administrator