How big is Richard L. Weiss & Associates Chartered's plan?

Richard L. Weiss & Associates Chartered's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20250521122538NAL0006617746001

Richard L. Weiss & Associates Chartered

Name: Richard L. Weiss & Associates Chartered — Form 5500 Plan 002 (2024)
Creator: Richard L. Weiss & Associates Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard L. Weiss & Associates Chartered 401(k) Profit Sharing Plan

401(k) retirement plan · Richard L. Weiss & Associates Chartered's Richard L. Weiss & Associates Chartered 401(k) Profit Sharing Plan held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Richard L. Weiss & Associates Chartered's EIN is 36-3173097.

EIN 36-3173097

Plan number 002

Plan year 2024

ACK ID 20250521122538NAL0006617746001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard L. Weiss & Associates Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard L. Weiss & Associates Chartered's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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