· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WEBER & OLCESE, P.L.C. — WEBER & OLCESE, P.C. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251007081730NAL0010991074001
WEBER & OLCESE, P.L.C.
Form 5500-SF
FILING_RECEIVED
WEBER & OLCESE, P.C. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
108
Accounts w/ balance
72
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEBER & OLCESE, P.L.C.
.
Find decision makers
Plan sponsor
Name
WEBER & OLCESE, P.L.C.
EIN
38-3283158
Address
2653 INDUSTRIAL ROW DRIVE · TROY, MI · 48084
Phone
(248) 458-0480
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
THE GOLDSTEIN LAW FIRM
THE GOLDSTEIN LAW FIRM PROFIT SHARING PLAN
$4.9M · 3 participants
GELBER SCHACHTER & GREENBERG, PA
GSG, P.A. 401(K) PLAN
$4.9M · 10 participants
THE MAHER LAW FIRM, A PROFESSIONAL ASSOCIATION
THE MAHER LAW FIRM, A PROFESSIONAL ASSOCIATION 401(K) PLAN
$4.9M · 9 participants
MANCINI SCHREUDER KLINE PC
MANCINI SCHREUDER KLINE PC 401(K) PLAN
$4.9M · 14 participants
TEITELBAUM GALLAGHER
TEITELBAUM GALLAGHER PROFIT SHARING PLAN
80
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.9M · 11 participants
SMITH, DICKEY & DEMPSTER, P.A.
SMITH, DICKEY & DEMPSTER, P.A. 401(K) PROFIT SHARING PLAN
$4.9M · 16 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants