How big is Weston & Gregory LLC's plan?

Weston & Gregory LLC's plan reported $2.9M in assets and 6 participants for 2024.

Original filing (PDF)20250716081439NAL0006374498001

Weston & Gregory LLC

Name: Weston & Gregory LLC — Weston Gregory LLC 401 K, Form 5500 (2024)
Creator: Weston & Gregory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weston Gregory LLC 401 K Profit Sharing Plan Trust

401(k) retirement plan · Weston & Gregory LLC's Weston Gregory LLC 401 K Profit Sharing Plan Trust held $2.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Cassandra Higgins signed Weston & Gregory LLC's 2024 Form 5500 as plan administrator.

Cassandra Higgins — 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

Weston & Gregory LLC's EIN is 46-4134758.

EIN 46-4134758

Plan number 001

Plan year 2024

ACK ID 20250716081439NAL0006374498001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weston & Gregory LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WESTON & GREGORY 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