Original filing (PDF)20250721125556NAL0003175938001

WEISMAN, KENNEDY & BERRIS CO., L.P.

Name: WEISMAN, KENNEDY & BERRIS CO., L.P. — WEISMAN, KENNEDY & BERRIS CO., L.P.A. 401(K) PLAN, Form 5500 (2024)
Creator: WEISMAN, KENNEDY & BERRIS CO., L.P.

Form 5500-SF

FILING_RECEIVED

WEISMAN, KENNEDY & BERRIS CO., L.P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEISMAN, KENNEDY & BERRIS CO., L.P..

Plan sponsor

Name

WEISMAN, KENNEDY & BERRIS CO., L.P.

EIN