Original filing (PDF)20250725081910NAL0007095744001

WEINSTEIN & ASSOCIATES, INC.

Name: WEINSTEIN & ASSOCIATES, INC. — WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: WEINSTEIN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

WEINSTEIN & ASSOCIATES INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEINSTEIN & ASSOCIATES, INC..

Plan sponsor

Name

WEINSTEIN & ASSOCIATES, INC.

EIN

34-1339035

Address

25700 SCIENCE PARK DR. · SUITE 200 · BEACHWOOD, OH · 44122

Phone

(216) 831-1040

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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