Original filing (PDF)20250426163433NAL0022240242001

Wetherby Partners LLC

Name: Wetherby Partners LLC — Wetherby Partners LLC 401(k), Form 5500 (2024)
Creator: Wetherby Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wetherby Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wetherby Partners LLC's Wetherby Partners LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Richard Jacoby signed Wetherby Partners LLC's 2024 Form 5500 as plan administrator.

Richard Jacoby — 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

Wetherby Partners LLC's EIN is 20-1261166.

EIN 20-1261166

Plan number 001

Plan year 2024

ACK ID 20250426163433NAL0022240242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wetherby Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wetherby Partners 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 WETHERBY PARTNERS 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score