How big is Wertz & DAKE, P.C.'s plan?

Wertz & DAKE, P.C.'s plan reported $2.8M in assets and 7 participants for 2024.

Original filing (PDF)20250707144022NAL0003325185001

Wertz & DAKE, P.C.

Name: Wertz & DAKE, P.C. — Wertz & DAKE, P.C. Profit, Form 5500 (2024)
Creator: Wertz & DAKE, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wertz & DAKE, P.C. Profit Sharing Plan

401(k) retirement plan · Wertz & DAKE, P.C.'s Wertz & DAKE, P.C. Profit Sharing Plan held $2.8M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Thomas (Tom) Wertz signed Wertz & DAKE, P.C.'s 2024 Form 5500 as plan administrator.

Thomas (Tom) Wertz — 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

Wertz & DAKE, P.C.'s EIN is 42-1438171.

EIN 42-1438171

Plan number 001

Plan year 2024

ACK ID 20250707144022NAL0003325185001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wertz & DAKE, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WERTZ & DAKE, P.C..

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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