How big is D. Wuerfel, Inc.'s plan?

D. Wuerfel, Inc.'s plan reported $824K in assets and 1 participants for 2024.

Original filing (PDF)20250617063524NAL0000697315001

D. Wuerfel, Inc.

Name: D. Wuerfel, Inc. — D. Wuerfel, Inc. 401(k) Profit, Form 5500 (2024)
Creator: D. Wuerfel, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D. Wuerfel, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · D. Wuerfel, Inc.'s D. Wuerfel, Inc. 401(k) Profit Sharing Plan held $824K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$824K

Net assets (EOY)

$824K

Plan identifiers

D. Wuerfel, Inc.'s EIN is 20-2121078.

EIN 20-2121078

Plan number 001

Plan year 2024

ACK ID 20250617063524NAL0000697315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for D. Wuerfel, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

D. Wuerfel, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

D. WUERFEL, INC.

EIN

all filings

Address

2294 S. HICKORY RIDGE ROAD · MILFORD, MI · 48380

Phone

(989) 233-3210

Industry

Transportation & Warehousing

Plan administrator