How big is Weinreb Group, LLC's plan?

Weinreb Group, LLC's plan reported $359K in assets and 2 participants for 2024.

Original filing (PDF)20251009134555NAL0006662753001

Weinreb Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Weinreb Group, LLC Cash Balance Plan

Defined-benefit pension plan · Weinreb Group, LLC's Weinreb Group, LLC Cash Balance Plan held $359K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

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 002

Plan year 2024

ACK ID 20251009134555NAL0006662753001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score