How big is Mazelis & Werthamer, P.A.'s plan?

Mazelis & Werthamer, P.A.'s plan reported $4.5M in assets and 6 participants for 2024.

Original filing (PDF)20250918125634NAL0000666723001

Mazelis & Werthamer, P.A.

Name: Mazelis & Werthamer, P.A. — Mazelis & Werthamer, Form 5500 (2024)
Creator: Mazelis & Werthamer, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mazelis & Werthamer Profit Sharing Plan

Defined-contribution retirement plan · Mazelis & Werthamer, P.A.'s Mazelis & Werthamer Profit Sharing Plan held $4.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Mazelis & Werthamer, P.A.'s EIN is 52-1851221.

EIN 52-1851221

Plan number 001

Plan year 2024

ACK ID 20250918125634NAL0000666723001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mazelis & Werthamer, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mazelis & Werthamer, P.A.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAZELIS & WERTHAMER, P.A..

Finding similar companies…

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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

MAZELIS & WERTHAMER, P.A.

EIN

all filings

Address

201 NORTH CHARLES ST., SUITE 1802 · BALTIMORE, MD · 21201

Phone

(410) 727-7751

Industry

Law Offices· Professional & Technical Services

Plan administrator