Original filing (PDF)20251007105040NAL0002597939001

PERFIDO WEISKOPF WAGSTAFF & GOETTEL

Name: PERFIDO WEISKOPF WAGSTAFF & GOETTEL — PERFIDO WEISKOPF WAGSTAFF & GOETTEL, LLC 401(K) PSP, Form 5500 (2024)
Creator: PERFIDO WEISKOPF WAGSTAFF & GOETTEL

Form 5500-SF

FILING_RECEIVED

PERFIDO WEISKOPF WAGSTAFF & GOETTEL, LLC 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 PERFIDO WEISKOPF WAGSTAFF & GOETTEL.

Plan sponsor

Name

PERFIDO WEISKOPF WAGSTAFF & GOETTEL

EIN

25-1544159

Address

408 BOULEVARD OF THE ALLIES · PITTSBURGH, PA · 15219

Phone

(412) 391-2884

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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