How big is Robert J. Widmer Jr., PC's plan?

Robert J. Widmer Jr., PC's plan reported $466K in assets and 1 participants for 2023.

Original filing (PDF)20240827050302NAL0017051232001

Robert J. Widmer Jr., PC

Name: Robert J. Widmer Jr., PC — Robert J. Widmer Jr., PC, Form 5500 (2023)
Creator: Robert J. Widmer Jr., PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert J. Widmer Jr., PC 401(k) Plan

401(k) retirement plan · Robert J. Widmer Jr., PC's Robert J. Widmer Jr., PC 401(k) Plan held $466K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

People on this filing

Terry Widmer signed Robert J. Widmer Jr., PC's 2023 Form 5500 as plan administrator.

Terry Widmer — 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

Robert J. Widmer Jr., PC's EIN is 20-2076567.

EIN 20-2076567

Plan number 001

Plan year 2023

ACK ID 20240827050302NAL0017051232001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Robert J. Widmer Jr., PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Robert J. Widmer Jr., PC'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 ROBERT J. WIDMER JR., PC.

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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 (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ROBERT J. WIDMER JR., PC

EIN

all filings

Address

PO BOX 2817 · DENTON, TX · 762022817

Phone

(940) 368-2824

Industry

Law Offices· Professional & Technical Services

Plan administrator