Original filing (PDF)20250528141113NAL0004437731001

KEITH D. WEINER & ASSOCIATES CO

Name: KEITH D. WEINER & ASSOCIATES CO — KEITH D. WEINER & ASSOCIATES CO. L.P.A. 401(K) PROFIT SHARING PLA, Form 5500 (2024)
Creator: KEITH D. WEINER & ASSOCIATES CO

Form 5500-SF

FILING_RECEIVED

KEITH D. WEINER & ASSOCIATES CO. L.P.A. 401(K) PROFIT SHARING PLA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEITH D. WEINER & ASSOCIATES CO.

Plan sponsor

Name

KEITH D. WEINER & ASSOCIATES CO

EIN