How big is Weisz Accounting Services' plan?

Weisz Accounting Services' plan reported $526K in assets and 3 participants for 2024.

Original filing (PDF)20250605074207NAL0008352851001

Weisz Accounting Services

Name: Weisz Accounting Services — Weisz Accounting, Form 5500 (2024)
Creator: Weisz Accounting Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weisz Accounting Services 401(k)

401(k) retirement plan · Weisz Accounting Services' Weisz Accounting Services 401(k) held $526K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

People on this filing

Jason Weisz signed Weisz Accounting Services' 2024 Form 5500 as plan administrator.

Jason Weisz — 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

Weisz Accounting Services' EIN is 26-3419495.

EIN 26-3419495

Plan number 001

Plan year 2024

ACK ID 20250605074207NAL0008352851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weisz Accounting Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weisz Accounting Services' 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 WEISZ ACCOUNTING SERVICES.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

WEISZ ACCOUNTING SERVICES

EIN

all filings

Address

2040 S 13TH ST · PHILADELPHIA, PA · 19148

Phone

(215) 462-7465

Industry

Professional & Technical Services

Plan administrator