Original filing (PDF)20240827050302NAL0017051232001

ROBERT J. WIDMER JR., PC

Name: ROBERT J. WIDMER JR., PC — ROBERT J. WIDMER JR., PC 401(K) PLAN, Form 5500 (2023)
Creator: ROBERT J. WIDMER JR., PC

Form 5500-SF

FILING_RECEIVED

ROBERT J. WIDMER JR., PC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

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).

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.

Plan sponsor

Name

ROBERT J. WIDMER JR., PC

EIN

20-2076567all filings

Address

PO BOX 2817 · DENTON, TX · 762022817

Phone

(940) 368-2824

Industry