How big is Jarret Wandrei's plan?

Jarret Wandrei's plan reported $1.1M in assets and 6 participants for 2025.

Original filing (PDF)20260511164947NAL0005952273001

Jarret Wandrei

Name: Jarret Wandrei — Wandrei, Mathews and Associates, Form 5500 (2025)
Creator: Jarret Wandrei
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wandrei, Mathews and Associates 401(k) Plan

401(k) retirement plan · Jarret Wandrei's Wandrei, Mathews and Associates 401(k) Plan held $1.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jarret Wandrei signed Jarret Wandrei's 2025 Form 5500 as plan administrator.

Jarret Wandrei — 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

Jarret Wandrei's EIN is 27-4809085.

EIN 27-4809085

Plan number 001

Plan year 2025

ACK ID 20260511164947NAL0005952273001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jarret Wandrei from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jarret Wandrei's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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