How big is The Wendt Group's plan?

The Wendt Group's plan reported $3K in assets and 13 participants for 2024.

Original filing (PDF)20250729141558NAL0004056400001

The Wendt Group

Name: The Wendt Group — The Wendt Group SOCA Benefit Plan, Form 5500 (2024)
Creator: The Wendt Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wendt Group SOCA Benefit Plan

Health & welfare plan · The Wendt Group's The Wendt Group SOCA Benefit Plan held $3K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$958

People on this filing

Matt Appenzeller signed The Wendt Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

The Wendt Group's EIN is 27-0001376.

EIN 27-0001376

Plan number 501

Plan year 2024

ACK ID 20250729141558NAL0004056400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wendt Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wendt Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score