How big is The Beccari and Werdel Wealth Management Group's plan?

The Beccari and Werdel Wealth Management Group's plan reported $62K in assets and 1 participants for 2024.

Original filing (PDF)20250703034005NAL0000315425001

The Beccari and Werdel Wealth Management Group

Name: The Beccari and Werdel Wealth Management Group — Form 5500 Plan 002 (2024)
Creator: The Beccari and Werdel Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Beccari and Werdel Wealth Management Group Cash Balance Plan

Defined-benefit pension plan · The Beccari and Werdel Wealth Management Group's The Beccari and Werdel Wealth Management Group Cash Balance Plan held $62K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

Plan identifiers

The Beccari and Werdel Wealth Management Group's EIN is 26-1770289.

EIN 26-1770289

Plan number 002

Plan year 2024

ACK ID 20250703034005NAL0000315425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Beccari and Werdel Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Beccari and Werdel Wealth Management Group's plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BECCARI AND WERDEL WEALTH MANAGEMENT GROUP.

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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

Knocking points off