Original filing (PDF)20240711075925NAL0018051889001

Conner Riley Friedman & Weichler

Name: Conner Riley Friedman & Weichler — Conner Riley, Form 5500 (2023)
Creator: Conner Riley Friedman & Weichler
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Conner Riley Friedman & Weichler 401(k) Profit Sharing Plan

401(k) retirement plan · Conner Riley Friedman & Weichler's Conner Riley Friedman & Weichler 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Conner Riley Friedman & Weichler's EIN is 25-1698007.

EIN 25-1698007

Plan number 001

Plan year 2023

ACK ID 20240711075925NAL0018051889001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Conner Riley Friedman & Weichler from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Conner Riley Friedman & Weichler's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONNER RILEY FRIEDMAN & WEICHLER.

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score