Original filing (PDF)20250701141452NAL0012766097001

ADAM DAVID WEGLEIN, D.O. & ASSOCIATES, P.A.

Name: ADAM DAVID WEGLEIN, D.O. & ASSOCIATES, P.A. — ADAM DAVID WEGLEIN DO & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: ADAM DAVID WEGLEIN, D.O. & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

ADAM DAVID WEGLEIN DO & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$768K

Net assets (EOY)

$768K

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 average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADAM DAVID WEGLEIN, D.O. & ASSOCIATES, P.A..

Plan sponsor

Name

ADAM DAVID WEGLEIN, D.O. & ASSOCIATES, P.A.

EIN

45-3805636all filings

Address

6750 W LOOP S, SUITE 520 · BELLAIRE, TX · 77401

Phone

(281) 888-3416

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator