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Original filing (PDF)20230611175140NAL0033958369001
INITECH
Form 5500-SF
FILING_RECEIVED
RICHARD WERTHEIM III INDIVIDUAL 401K INITECH LL
Defined-contribution retirement plan
Active participants
—
Accounts w/ balance
1
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INITECH.
Plan sponsor
Name
INITECH
EIN
39-2069332
Address
5400 4TH ST S · ARLINGTON, VA · 222041124
Phone
—
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
197
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-11
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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