How big is Weber & Olcese, P.L.C.'s plan?

Weber & Olcese, P.L.C.'s plan reported $4.9M in assets and 108 participants for 2024.

Original filing (PDF)20251007081730NAL0010991074001

Weber & Olcese, P.L.C.

Name: Weber & Olcese, P.L.C. — Weber & Olcese, P.C. 401(k), Form 5500 (2024)
Creator: Weber & Olcese, P.L.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weber & Olcese, P.C. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Weber & Olcese, P.L.C.'s Weber & Olcese, P.C. 401(k) Profit Sharing Plan & Trust held $4.9M in plan assets for 108 participants in 2024.

Active participants

108

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Anne Dionne signed Weber & Olcese, P.L.C.'s 2024 Form 5500 as plan administrator.

Anne Dionne — 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

Weber & Olcese, P.L.C.'s EIN is 38-3283158.

EIN 38-3283158

Plan number 001

Plan year 2024

ACK ID 20251007081730NAL0010991074001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weber & Olcese, P.L.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weber & Olcese, P.L.C.'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 WEBER & OLCESE, P.L.C..

Finding similar companies…

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score