401(k) retirement plan · Weiss Serota Helfman Cole & Bierman P.L.'s Wshcb, P.L. Second 401(k) Profit Sharing Plan held $9.4M in plan assets for 69 participants in 2024.
Active participants
69
Accounts w/ balance
62
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
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
54
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEISS SEROTA HELFMAN COLE & BIERMAN P.L..
