How big is Thistle, Weaver & Morris LLC's plan?

Thistle, Weaver & Morris LLC's plan reported $71K in assets and 12 participants for 2025.

Original filing (PDF)20260424153126NAL0003254083003

Thistle, Weaver & Morris LLC

Name: Thistle, Weaver & Morris LLC — Thistle, Weaver &, Form 5500 (2025)
Creator: Thistle, Weaver & Morris LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thistle, Weaver & Morris, LLC 401(k) Plan

401(k) retirement plan · Thistle, Weaver & Morris LLC's Thistle, Weaver & Morris, LLC 401(k) Plan held $71K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Mark Charest signed Thistle, Weaver & Morris LLC's 2025 Form 5500 as plan administrator.

Mark Charest — 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

Thistle, Weaver & Morris LLC's EIN is 26-1650307.

EIN 26-1650307

Plan number 001

Plan year 2025

ACK ID 20260424153126NAL0003254083003

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Thistle, Weaver & Morris LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Thistle, Weaver & Morris LLC'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 THISTLE, WEAVER & MORRIS LLC.

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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

Helping the score