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WERNER, OMEARA & CO., PLLC — WERNER, O'MEARA & CO. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251003113116NAL0000822003001
WERNER, OMEARA & CO., PLLC
Form 5500-SF
FILING_RECEIVED
WERNER, O'MEARA & CO. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
18
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WERNER, OMEARA & CO., PLLC
.
Find decision makers
Plan sponsor
Name
WERNER, OMEARA & CO., PLLC
EIN
20-3564998
Address
19109 36TH AVE WEST · SUITE 213 · LYNNWOOD, WA · 98036
Phone
(425) 774-8888
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
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Trustee / custodian
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Trustee phone
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