Original filing (PDF)20250729084226NAL0001444035001

WACHTLER & KNOPF EQUITIES, LLC

Name: WACHTLER & KNOPF EQUITIES, LLC — WKE 401(K) PLAN, Form 5500 (2024)
Creator: WACHTLER & KNOPF EQUITIES, LLC

Form 5500-SF

FILING_RECEIVED

WKE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$789K

Net assets (EOY)

$789K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WACHTLER & KNOPF EQUITIES, LLC.

Plan sponsor

Name

WACHTLER & KNOPF EQUITIES, LLC

EIN

20-3451348

Address

500 BI COUNTY RD. · FARMINGDALE, NY · 11735

Phone

(516) 391-5979

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

GN MANAGEMENT LLC

GN MANAGEMENT, LLC 401K PLAN

$789K · 11 participants

GRC MANAGEMENT CORP

GRC MANAGEMENT CORP 401(K) PLAN

$790K

YDOZ, INC.

YDOZ, INC. PROFIT SHARING PLAN

$789K · 9 participants

INCH&CO CORPORATE SERVICES, LLC

INCH&CO 401(K) PLAN

$789K · 50 participants

INDUSTRIAL PROPERTIES, INC.

INDUSTRIAL PROPERTIES, INC. 401(K) PLAN

$788K · 9 participants