How big is Weinstein & Associates, Inc.'s plan?

Weinstein & Associates, Inc.'s plan reported $1.2M in assets and 32 participants for 2024.

Original filing (PDF)20250725081910NAL0007095744001

Weinstein & Associates, Inc.

Name: Weinstein & Associates, Inc. — Weinstein &, Form 5500 (2024)
Creator: Weinstein & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weinstein & Associates Incorporated 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Weinstein & Associates, Inc.'s Weinstein & Associates Incorporated 401(k) Profit Sharing Plan and Trust held $1.2M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Sean Lyons signed Weinstein & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Sean Lyons — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Weinstein & Associates, Inc.'s EIN is 34-1339035.

EIN 34-1339035

Plan number 001

Plan year 2024

ACK ID 20250725081910NAL0007095744001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weinstein & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weinstein & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEINSTEIN & ASSOCIATES, INC..

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Plan health score

Above-average plan

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