How big is Wenzel & Associates Ltd.'s plan?

Wenzel & Associates Ltd.'s plan reported $9.9M in assets and 7 participants for 2025.

Original filing (PDF)20260514200106NAL0011031504001

Wenzel & Associates Ltd.

Name: Wenzel & Associates Ltd. — Wenzel & Associates Ltd., Form 5500 (2025)
Creator: Wenzel & Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wenzel & Associates Ltd. 401(k) Plan

401(k) retirement plan · Wenzel & Associates Ltd.'s Wenzel & Associates Ltd. 401(k) Plan held $9.9M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

People on this filing

Michael N. Wenzel signed Wenzel & Associates Ltd.'s 2025 Form 5500 as plan administrator.

Michael N. Wenzel — 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

Wenzel & Associates Ltd.'s EIN is 37-1206040.

EIN 37-1206040

Plan number 002

Plan year 2025

ACK ID 20260514200106NAL0011031504001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wenzel & Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wenzel & Associates Ltd.'s plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

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

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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