· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WIEDERMAN & ASSOCIATES, INC. — WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260116144930NAL0024792034001
WIEDERMAN & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
WIEDERMAN & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 2.0 mo
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
92
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WIEDERMAN & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
WIEDERMAN & ASSOCIATES, INC.
EIN
33-0325193
Address
17501 EAST 17TH STREET, SUITE 100 · TUSTIN, CA · 92780
Phone
(714) 259-0505
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-16
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
HUBER & WEAKLAND, P.C.
HUBER & WEAKLAND, P.A., PROFIT SHARING PLAN
$2.3M · 1 participants
JAMAN L. KIM, CPA, P.C.
JAMAN L. KIM RETIREMENT PLAN
$2.3M · 4 participants
MCMULLEN MCPHEE AND COMPNAY LLC
MCMULLEN MCPHEE & COMPANY 401K RETIREMENT PLAN
$2.3M · 13 participants
ENGAGE ADVISORS LLC
ENGAGE ADVISORS LLC 401(K) PROFIT SHARING PLAN
$2.3M · 29 participants
ACQUAVELLA CHIARELLI SHUSTER LLP
ACQUAVELLA CHIARELLI SHUSTER LLP 401K PROFIT SHARING PLAN
100
Knocking points off
Filed 2.0 months past the 10.5-month grace window.
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
$2.3M · 21 participants
GRITIS & ASSOCIATES, LTD.
GRITIS & ASSOCIATES, LTD. 401(K) PLAN & TRUST
$2.3M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
