How big is W. D. Zwicky & SON, Inc.'s plan?

W. D. Zwicky & SON, Inc.'s plan reported $1.0M in assets and 27 participants for 2025.

Original filing (PDF)20260521172030NAL0002748913001

W. D. Zwicky & SON, Inc.

Name: W. D. Zwicky & SON, Inc. — WDZ 401(k) Plan, Form 5500 (2025)
Creator: W. D. Zwicky & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WDZ 401(k) Plan

401(k) retirement plan · W. D. Zwicky & SON, Inc.'s WDZ 401(k) Plan held $1.0M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Miranda Schwehr signed W. D. Zwicky & SON, Inc.'s 2025 Form 5500 as plan administrator.

Miranda Schwehr — 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

W. D. Zwicky & SON, Inc.'s EIN is 23-2580835.

EIN 23-2580835

Plan number 001

Plan year 2025

ACK ID 20260521172030NAL0002748913001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for W. D. Zwicky & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

W. D. Zwicky & SON, Inc.'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 W. D. ZWICKY & SON, INC..

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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