Original filing (PDF)20250924121214NAL0008119072001

WILENTZ, GOLDMAN, & SPITZER, P.A.

Name: WILENTZ, GOLDMAN, & SPITZER, P.A. — WILENTZ, GOLDMAN, & SPITZER, P.A. PENSION PLAN, Form 5500 (2024)
Creator: WILENTZ, GOLDMAN, & SPITZER, P.A.

Form 5500

FILING_RECEIVED

WILENTZ, GOLDMAN, & SPITZER, P.A. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

How this plan invests

This plan

180 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILENTZ, GOLDMAN, & SPITZER, P.A..

Plan sponsor

Name

WILENTZ, GOLDMAN, & SPITZER, P.A.

EIN

22-2292919

Address

P.O. BOX 10 · 90 WOODBRIDGE CENTER DR, SUITE 900 · WOODBRIDGE, NJ · 070950958

Phone

(732) 855-6107

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

046

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

WITHUMSMITHBROWN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIRST STATE TRUST COMPANY	13-3124172	WILMINGTON, DE	NONE	$55K	—

Investments

180 direct securities· $10.7M(90% of reported assets)

Bonds / Notes

$6.2M

164 holdings

Other securities

$2.3M

5 holdings

U.S. Treasuries

$938K

3 holdings

Common Stock

$866K

4 holdings

Agency / Mortgage-Backed

$245K

2 holdings

Cash / Money Market

$82K

2 holdings

					% of plan
Vanguard S&P 500 Fund Exchange Traded Funds (2,639 Shares)	Other securities	—	$1.0M	$1.4M	12.0%
United States Treas Bd Stripp 05/15/50 US Treasury Securities (1,730,000 Shares)	U.S. Treasuries	—	$555K	$512K	4.3%
ProShares LC Corp Plus Fund Exchange Traded Funds (7,647 Shares)	Common Stock	—	$406K	$506K	4.3%
United States Treas Bds 2.2500% 02/15/52 US Treasury Securities (602,000 Shares)	U.S. Treasuries	—	$391K	$365K	3.1%
iShares Global REIT Fund Exchange Traded Funds (11,909 Shares)	Common Stock	—	$295K	$285K	2.4%
Vanguard MSCI EAFE Fund Exchange Traded Funds (5,934 Shares)	Other securities	—	$275K	$284K	2.4%
Vanguard Small Cap Fund Exchange Traded Funds (1,074 Shares)	Other securities	—	$205K	$258K	2.2%
Vanguard Mid-Cap Fund Exchange Traded Funds (851 Shares)	Other securities	—	$176K	$225K	1.9%
Vanguard MSCI Emerging Markets Fund Exchange Traded Funds (3,336 Shares)	Other securities	—	$142K	$147K	1.2%
Goldman Sachs Group Inc 2.6500% 10/21/32 Corporate & Foreign Bonds (170,000 Shares	Bonds / Notes	—	$137K	$143K	1.2%
Fhlmc Super 30y Fixed 5.0000% 09/01/52 US Agency Securities (129,788 Shares)	Agency / Mortgage-Backed	—	$116K	$125K	1.1%
Fhlmc Super 30y Fixed 5.0000% 12/25/53 US Agency Securities (123,621 Shares)	Agency / Mortgage-Backed	—	$117K	$119K	1.0%
Wells Fargo & Co 2.3930% 06/02/28 Corporate & Foreign Bonds (125,000 Shares)	Bonds / Notes	—	$112K	$118K	1.0%
Toronto Dominion Bank 4.6930% 9/15/27 Corporate & Foreign Bonds (115,000 Shares)	Bonds / Notes	—	$114K	$115K	1.0%
Deere John Capital Corp 4.0500% 09/08/25 Corporate & Foreign Bonds (105,000 Shares)	Bonds / Notes	—	$103K	$105K	0.9%
Goldman Sachs Group Inc 2.6400% 02/24/28 Corporate & Foreign Bonds (100,000 Shares)	Bonds / Notes	—	$91K	$95K	0.8%
Bank New York Mellon Corp 6.3170% 10/25/29 Corporate & Foreign Bonds (90,000 Shares)	Bonds / Notes	—	$97K	$95K	0.8%
Citigroup Inc 2.6660% 01/29/31 Corporate & Foreign Bonds (105,000 Shares)	Bonds / Notes	—	$89K	$93K	0.8%
Truist Finl Corp 7.1610% 10/30/29 Corporate & Foreign Bonds (85,000 Shares)	Bonds / Notes	—	$91K	$91K	0.8%
Consolidated Edison Co N Y 3.3500% 04/01/30 Corporate & Foreign Bonds (90,000 Shares)	Bonds / Notes	—	$81K	$84K	0.7%
Sabine Pass Liquefaction Llc 5.8750% 06/30/26 Corporate & Foreign Bonds (80,000 Shares)	Bonds / Notes	—	$80K	$81K	0.7%
Schlumberger 4.5000% 05/15/28 Corporate & Foreign Bonds (80,000 Shares)	Bonds / Notes	—	$80K	$79K	0.7%
RBC Money Market Obligations Money Market Funds (77,935 shares)	Cash / Money Market	—	$78K	$78K	0.7%
Pnc Financial Services Group Inc 5.4920% 05/14/30 Corporate & Foreign Bonds (75,000 Shares)	Bonds / Notes	—	$76K	$76K	0.6%
Capital One Finl Corp 1.8780% 11/02/27 Corporate & Foreign Bonds (80,000 Shares)	Bonds / Notes	—	$70K	$76K	0.6%
Jp Morgan Chase & Co 0.0535% 04/24/34 Corporate & Foreign Bonds (75,000 Shares)	Bonds / Notes	—	$75K	$75K	0.6%
Capital One Finl Corp 5.2470% 07/26/30 Corporate & Foreign Bonds (75,000 Shares)	Bonds / Notes	—	$72K	$75K	0.6%
Citigroup Inc 6.1740% 05/25/34 Corporate & Foreign Bonds (70,000 Shares)	Bonds / Notes	—	$71K	$71K	0.6%
Comcast Corp New 1.9500% 01/15/31 Corporate & Foreign Bonds (85,000 Shares)	Bonds / Notes	—	$69K	$71K	0.6%
Wells Fargo Co Mtn Be 4.9000% 11/17/45 Corporate & Foreign Bonds (80,000 Shares)	Bonds / Notes	—	$69K	$69K	0.6%
Us Bancorp 2.4910% 11/03/36 Corporate & Foreign Bonds (85,000 Shares)	Bonds / Notes	—	$62K	$69K	0.6%
JP Morgan Chase & Co 4.0050% 04/23/29 Corporate & Foreign Bonds (70,000 Shares)	Bonds / Notes	—	$68K	$68K	0.6%
Air Lease Corp 3.0000% 02/01/30 Corporate & Foreign Bonds (75,000 Shares)	Bonds / Notes	—	$68K	$68K	0.6%
Hewlett Packard Enterprise 4.4000% 09/25/27 Corporate & Foreign Bonds (65,000 Shares)	Bonds / Notes	—	$65K	$64K	0.5%
3m Co 3.0500% 04/15/30 Corporate & Foreign Bonds (70,000 Shares)	Bonds / Notes	—	$62K	$64K	0.5%
Goldman Sachs Group Inc 1.4310% 03/09/27 Corporate & Foreign Bonds (65,000 Shares)	Bonds / Notes	—	$59K	$62K	0.5%
Rtx Corporation 5.7500% 01/15/29 Corporate & Foreign Bonds (60,000 Shares)	Bonds / Notes	—	$62K	$62K	0.5%
Schwab Charles Corp 5.8530% 05/19/34 Corporate & Foreign Bonds (60,000 Shares)	Bonds / Notes	—	$62K	$62K	0.5%
American Express Co 0.0539% 07/28/27 Corporate & Foreign Bonds (60,000 Shares)	Bonds / Notes	—	$60K	$61K	0.5%
United States Treas Bds 1.1250% 05/15/40 US Treasury Securities (100,000 Shares)	U.S. Treasuries	—	$61K	$60K	0.5%
Exxon Mobil Corp 2.4400% 08/16/29 Corporate & Foreign Bonds (65,000 Shares)	Bonds / Notes	—	$57K	$59K	0.5%
Southern Co 3.2500% 07/01/26 Corporate & Foreign Bonds (60,000 Shares)	Bonds / Notes	—	$58K	$59K	0.5%
Citigroup Inc 1.1220% 01/28/27 Corporate & Foreign Bonds (60,000 Shares)	Bonds / Notes	—	$54K	$58K	0.5%
Apple Inc 3.8500% 08/04/46 Corporate & Foreign Bonds (70,000 Shares)	Bonds / Notes	—	$59K	$56K	0.5%
Boeing Co 2.1960% 02/04/26 Corporate & Foreign Bonds (55,000 Shares)	Bonds / Notes	—	$51K	$53K	0.4%
Boardcom Inc 4.1500% 11/15/30 Corporate & Foreign Bonds (55,000 Shares)	Bonds / Notes	—	$50K	$53K	0.4%
Kimco Realty Corp 4.6000% 02/01/33 Corporate & Foreign Bonds (55,000 Shares)	Bonds / Notes	—	$51K	$52K	0.4%
JP Morgan Chase Bank Na 3.8820% 07/24/38 Corporate & Foreign Bonds (60,000 Shares)	Bonds / Notes	—	$50K	$51K	0.4%
Bank New York Mellon Corp 5.6060% 07/21/39 Corporate & Foreign Bonds (50,000 Shares)	Bonds / Notes	—	$50K	$50K	0.4%
General Mtrs Finl Co Inc 3.6000% 06/21/30 Corporate & Foreign Bonds (55,000 Shares)	Bonds / Notes	—	$47K	$50K	0.4%