Back to filter
Original filing (PDF)20250918125634NAL0000666723001
MAZELIS & WERTHAMER, P.A.
Form 5500-SF
FILING_RECEIVED
MAZELIS & WERTHAMER PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
11
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAZELIS & WERTHAMER, P.A..
Plan sponsor
Name
MAZELIS & WERTHAMER, P.A.
EIN
52-1851221
Address
201 NORTH CHARLES ST., SUITE 1802 · BALTIMORE, MD · 21201
Phone
(410) 727-7751
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
2025-09-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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 providersRelated plans
Similar-size Law Offices plans
CARTER & MCGUIRE
CARTER & MCGUIRE 401(K) PLAN
$4.5M · 6 participants
HERSHEY DECKER PLLC
HERSHEY DECKER PLLC RETIREMENT TRUST
$4.5M · 10 participants
RODERICK LINTON BELFANCE, LLP
RODERICK LINTON BELFANCE, LLP PROFIT SHARING PLAN
$4.5M · 19 participants
QBS LAW S.C
QBS LAW S.C. RETIREMENT PLAN
$4.5M · 8 participants
THOMAS R. HIGHTOWER, JR., APLC
THOMAS R. HIGHTOWER, JR., APLC PROFIT SHARING PLAN
$4.5M · 10 participants
WOOD, DEVARY, ARMSTRONG, & HOUSKA P.C.
WOOD, DEVARY & ARMSTRONG, P.C. EMPLOYEE SAVINGS PLAN
$4.5M · 9 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B