· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LAW OFFICES OF MARC H. WEITZMAN, — MARC H. WEITZMAN, ESQ. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250919150109NAL0003215392001
LAW OFFICES OF MARC H. WEITZMAN,
Form 5500-SF
FILING_RECEIVED
MARC H. WEITZMAN, ESQ. RETIREMENT PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
13
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LAW OFFICES OF MARC H. WEITZMAN,
.
Find decision makers
Plan sponsor
Name
LAW OFFICES OF MARC H. WEITZMAN,
EIN
33-0391500
Address
10833 VALLEY VIEW STREET, · SUITE 500 · CYPRESS, CA · 90630
Phone
(562) 596-6768
Industry
Law 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
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LAW OFFICE OF SCOTT RIGHTHAND, APC
LAW OFFICE OF SCOTT RIGHTHAND, APC CASH BALANCE PLAN
$2.5M · 2 participants
SPECTOR RUBIN, PA
SPECTOR RUBIN, PA CASH BALANCE PLAN
$2.5M · 7 participants
FERENCE & ASSOCIATES, LLC
FERENCE & ASSOCIATES, LLC CASH BALANCE PENSION PLAN
$2.5M · 11 participants
HOPKINSON & ABBONDANZA, P.A.
HOPKINSON & ABBONDANZA, P.A. 401(K) PROFIT SHARING PLAN
$2.5M · 21 participants
LAW OFFICES OF WILLIAM J. BEVERLY, A PROFESSIONAL CORPORATION
100
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAW OFFICES OF WILLIAM J. BEVERLY, A PROFESSIONAL CORPORATION DEFINED BENEFIT PLAN
$2.5M · 3 participants
BARKLEY & KENNEDY, CHARTERED
BARKLEY & KENNEDY CHARTERED PROFIT SHARING PLAN
$2.5M · 4 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
