How big is Werling & Sons, Inc.'s plan?

Werling & Sons, Inc.'s plan reported $4.7M in assets and 5 participants for 2025.

Original filing (PDF)20260212123006NAL0000179617001

Werling & Sons, Inc.

Name: Werling & Sons, Inc. — Werling & Sons, Inc. 401(k), Form 5500 (2025)
Creator: Werling & Sons, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Werling & Sons, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Werling & Sons, Inc.'s Werling & Sons, Inc. 401(k) Profit Sharing Plan held $4.7M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

Werling & Sons, Inc.'s EIN is 34-1038240.

EIN 34-1038240

Plan number 001

Plan year 2025

ACK ID 20260212123006NAL0000179617001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Werling & Sons, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Werling & Sons, Inc.'s 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 WERLING & SONS, INC..

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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