How big is Werfel & Werfel PLLC's plan?

Werfel & Werfel PLLC's plan reported $886K in assets and 2 participants for 2024.

Original filing (PDF)20251001123100NAL0005923011001

Werfel & Werfel PLLC

Name: Werfel & Werfel PLLC — Werfel & Werfel PLLC 401(k), Form 5500 (2024)
Creator: Werfel & Werfel PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Werfel & Werfel PLLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Werfel & Werfel PLLC's Werfel & Werfel PLLC 401(k) Profit Sharing Plan and Trust held $886K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

People on this filing

Brian Werfel signed Werfel & Werfel PLLC's 2024 Form 5500 as plan administrator.

Brian Werfel — 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

Werfel & Werfel PLLC's EIN is 20-4190332.

EIN 20-4190332

Plan number 001

Plan year 2024

ACK ID 20251001123100NAL0005923011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Werfel & Werfel PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WERFEL & WERFEL 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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WERFEL & WERFEL PLLC

EIN

all filings

Address

496 SMITHTOWN BYPASS, SUITE 301 · SMITHTOWN, NY · 11787

Phone

(631) 265-5650

Industry

Law Offices· Professional & Technical Services

Plan administrator