How big is Eckert Wordell, LLC's plan?

Eckert Wordell, LLC's plan reported $7.5M in assets and 31 participants for 2024.

Original filing (PDF)20250728115110NAL0000739779001

Eckert Wordell, LLC

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

Form 5500-SF

FILING_RECEIVED

Eckert Wordell, LLC Profit Sharing and Savings Plan

401(k) retirement plan · Eckert Wordell, LLC's Eckert Wordell, LLC Profit Sharing and Savings Plan held $7.5M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan identifiers

Eckert Wordell, LLC's EIN is 38-2774491.

EIN 38-2774491

Plan number 001

Plan year 2024

ACK ID 20250728115110NAL0000739779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eckert Wordell, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ECKERT WORDELL, 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