How big is Marshall Weinerman Real Estate's plan?

Marshall Weinerman Real Estate's plan reported $1.9M in assets and 45 participants for 2024.

Original filing (PDF)20250731103812NAL0002985155001

Marshall Weinerman Real Estate

Name: Marshall Weinerman Real Estate — Marshall Weinerman, Form 5500 (2024)
Creator: Marshall Weinerman Real Estate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall Weinerman Real Estate 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Marshall Weinerman Real Estate's Marshall Weinerman Real Estate 401(k) Profit Sharing Plan & Trust held $1.9M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

James Christ signed Marshall Weinerman Real Estate's 2024 Form 5500 as plan administrator.

James Christ — 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

Marshall Weinerman Real Estate's EIN is 22-3179546.

EIN 22-3179546

Plan number 001

Plan year 2024

ACK ID 20250731103812NAL0002985155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marshall Weinerman Real Estate from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall Weinerman Real Estate's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARSHALL WEINERMAN REAL ESTATE.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off