How big is Mason, WENK & Berman, L.L.C.'s plan?

Mason, WENK & Berman, L.L.C.'s plan reported $4.8M in assets and 4 participants for 2025.

Original filing (PDF)20260514080331NAL0010446032001

Mason, WENK & Berman, L.L.C.

Name: Mason, WENK & Berman, L.L.C. — Mason, WENK & Berman, Form 5500 (2025)
Creator: Mason, WENK & Berman, L.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mason, WENK & Berman 401(k) Plan and Trust

401(k) retirement plan · Mason, WENK & Berman, L.L.C.'s Mason, WENK & Berman 401(k) Plan and Trust held $4.8M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Mason, WENK & Berman, L.L.C.'s EIN is 20-4569307.

EIN 20-4569307

Plan number 001

Plan year 2025

ACK ID 20260514080331NAL0010446032001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mason, WENK & Berman, L.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mason, WENK & Berman, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MASON, WENK & BERMAN, L.L.C..

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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