How big is Widmann Financial Services' plan?

Widmann Financial Services' plan reported $4.9M in assets and 14 participants for 2024.

Original filing (PDF)20250627151309NAL0005554723001

Widmann Financial Services

Name: Widmann Financial Services — Widmann Financial, Form 5500 (2024)
Creator: Widmann Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Widmann Financial Services 401(k) P/S Plan

401(k) retirement plan · Widmann Financial Services' Widmann Financial Services 401(k) P/S Plan held $4.9M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Laura RUIZ signed Widmann Financial Services' 2024 Form 5500 as plan administrator.

Laura RUIZ — 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

Widmann Financial Services' EIN is 20-2524951.

EIN 20-2524951

Plan number 001

Plan year 2024

ACK ID 20250627151309NAL0005554723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Widmann Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Widmann Financial Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WIDMANN FINANCIAL SERVICES.

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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