How big is Weitzman Associates, LLC's plan?

Weitzman Associates, LLC's plan reported $958K in assets and 14 participants for 2024.

Original filing (PDF)20250730115634NAL0002316515001

Weitzman Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Weitzman Associates, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Weitzman Associates, LLC's Weitzman Associates, LLC 401(k) Profit Sharing Plan held $958K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$958K

Net assets (EOY)

$958K

People on this filing

Keith Brenan signed Weitzman Associates, LLC's 2024 Form 5500 as plan administrator.

Keith Brenan — 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

Weitzman Associates, LLC's EIN is 37-1862083.

EIN 37-1862083

Plan number 001

Plan year 2024

ACK ID 20250730115634NAL0002316515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Weitzman Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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