How big is Weston Trawick, Inc.'s plan?

Weston Trawick, Inc.'s plan reported $798K in assets and 61 participants for 2024.

Original filing (PDF)20250825095102NAL0013479872001

Weston Trawick, Inc.

Name: Weston Trawick, Inc. — Weston Trawick, Inc. 401(k), Form 5500 (2024)
Creator: Weston Trawick, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weston Trawick, Inc. 401(k) Plan

401(k) retirement plan · Weston Trawick, Inc.'s Weston Trawick, Inc. 401(k) Plan held $798K in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

People on this filing

James C Trawick, II signed Weston Trawick, Inc.'s 2024 Form 5500 as plan administrator.

James C Trawick, II — 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 Trawick, Inc.'s EIN is 59-2029217.

EIN 59-2029217

Plan number 001

Plan year 2024

ACK ID 20250825095102NAL0013479872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weston Trawick, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off