How big is Werner & Company, CPAS' plan?

Werner & Company, CPAS' plan reported $1.1M in assets and 21 participants for 2024.

Original filing (PDF)20250703140304NAL0001136192001

Werner & Company, CPAS

Name: Werner & Company, CPAS — Werner & Company, CPAS, Form 5500 (2024)
Creator: Werner & Company, CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Werner & Company, CPAS 401(k) Plan

401(k) retirement plan · Werner & Company, CPAS' Werner & Company, CPAS 401(k) Plan held $1.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kristofer Depaolo signed Werner & Company, CPAS' 2024 Form 5500 as plan administrator.

Kristofer Depaolo — 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

Werner & Company, CPAS' EIN is 27-4379595.

EIN 27-4379595

Plan number 001

Plan year 2024

ACK ID 20250703140304NAL0001136192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Werner & Company, CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Werner & Company, CPAS' 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 WERNER & COMPANY, CPAS.

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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