How big is Werner, Omeara & Co., PLLC's plan?

Werner, Omeara & Co., PLLC's plan reported $2.5M in assets and 11 participants for 2024.

Original filing (PDF)20251003113116NAL0000822003001

Werner, Omeara & Co., PLLC

Name: Werner, Omeara & Co., PLLC — Werner, O'MEARA & Co., Form 5500 (2024)
Creator: Werner, Omeara & Co., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Werner, O'MEARA & Co. 401(k) Retirement Plan

401(k) retirement plan · Werner, Omeara & Co., PLLC's Werner, O'MEARA & Co. 401(k) Retirement Plan held $2.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Werner, Omeara & Co., PLLC's EIN is 20-3564998.

EIN 20-3564998

Plan number 002

Plan year 2024

ACK ID 20251003113116NAL0000822003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Werner, Omeara & Co., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Werner, Omeara & Co., PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WERNER, OMEARA & CO., PLLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

WERNER, OMEARA & CO., PLLC

EIN

all filings

Address

19109 36TH AVE WEST · SUITE 213 · LYNNWOOD, WA · 98036

Phone

(425) 774-8888

Industry

CPA Offices· Professional & Technical Services

Plan administrator