How big is Schlenner Wenner & Co.'s plan?

Schlenner Wenner & Co.'s plan reported $14.4M in assets and 82 participants for 2024.

Original filing (PDF)20250714143009NAL0001156737001

Schlenner Wenner & Co.

Name: Schlenner Wenner & Co. — Schlenner Wenner & Co., Form 5500 (2024)
Creator: Schlenner Wenner & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schlenner Wenner & Co. Profit Sharing 401(k) Plan

401(k) retirement plan · Schlenner Wenner & Co.'s Schlenner Wenner & Co. Profit Sharing 401(k) Plan held $14.4M in plan assets for 82 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$14.4M

Net assets (EOY)

$14.4M

Plan identifiers

Schlenner Wenner & Co.'s EIN is 41-1656121.

EIN 41-1656121

Plan number 001

Plan year 2024

ACK ID 20250714143009NAL0001156737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schlenner Wenner & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schlenner Wenner & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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