How big is Weinreb Group, LLC's plan?

Weinreb Group, LLC's plan reported $314K in assets and 2 participants for 2024.

Original filing (PDF)20250811182753NAL0021406930001

Weinreb Group, LLC

Name: Weinreb Group, LLC — Weinreb Group 401(k) Plan, Form 5500 (2024)
Creator: Weinreb Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weinreb Group 401(k) Plan

401(k) retirement plan · Weinreb Group, LLC's Weinreb Group 401(k) Plan held $314K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

People on this filing

KARA Velez signed Weinreb Group, LLC's 2024 Form 5500 as plan administrator.

KARA Velez — 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

Weinreb Group, LLC's EIN is 45-2667758.

EIN 45-2667758

Plan number 001

Plan year 2024

ACK ID 20250811182753NAL0021406930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weinreb Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weinreb Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEINREB GROUP, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WEINREB GROUP, LLC

EIN

all filings

Address

1909 BERRYMAN ST. · BERKELEY, CA · 94709

Phone

(510) 524-3585

Industry

Admin Support & Waste Mgmt

Plan administrator