Original filing (PDF)20250221145804NAL0004976435001

WEINSTEIN & COHEN, PA

Name: WEINSTEIN & COHEN, PA — WEINSTEIN & COHEN 401(K) PLAN, Form 5500 (2024)
Creator: WEINSTEIN & COHEN, PA

Form 5500-SF

FILING_RECEIVED

WEINSTEIN & COHEN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEINSTEIN & COHEN, PA.

Plan sponsor

Name

WEINSTEIN & COHEN, PA

EIN

46-1626053all filings

Address

14125 NW 80TH AVE SUITE 400 · MIAMI LAKES, FL · 33016

Phone

(305) 347-1011

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-21

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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