How big is Weinstock & Associates LLC's plan?

Weinstock & Associates LLC's plan reported $355K in assets and 2 participants for 2024.

Original filing (PDF)20251010105529NAL0004161427001

Weinstock & Associates LLC

Name: Weinstock & Associates LLC — Weinstock & Associates, Form 5500 (2024)
Creator: Weinstock & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weinstock & Associates LLC 401(k) Plan

401(k) retirement plan · Weinstock & Associates LLC's Weinstock & Associates LLC 401(k) Plan held $355K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

Plan identifiers

Weinstock & Associates LLC's EIN is 27-0302234.

EIN 27-0302234

Plan number 001

Plan year 2024

ACK ID 20251010105529NAL0004161427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weinstock & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weinstock & Associates LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WEINSTOCK & ASSOCIATES LLC

EIN

all filings

Address

2081 E HIGH STREET SUITE 200 · SANATOGA, PA · 19464

Phone

(215) 793-4300

Industry

Law Offices· Professional & Technical Services

Plan administrator