Original filing (PDF)20250414123336NAL0000769043001

WELDON AND TRIMPER LAW FIRM

Name: WELDON AND TRIMPER LAW FIRM — WELDON AND TRIMPER LAW FIRM RETIREMENT PLAN, Form 5500 (2024)
Creator: WELDON AND TRIMPER LAW FIRM

Form 5500-SF

FILING_RECEIVED

WELDON AND TRIMPER LAW FIRM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELDON AND TRIMPER LAW FIRM.

Plan sponsor

Name

WELDON AND TRIMPER LAW FIRM

EIN

22-3694698

Address

119 SHERMAN STREET, SUITE 1 · WATERTOWN, NY · 13601

Phone

(315) 778-2010

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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