How big is William S. Wetterer & Co, PSC's plan?

William S. Wetterer & Co, PSC's plan reported $10.0M in assets and 19 participants for 2024.

Original filing (PDF)20251013124154NAL0000611859001

William S. Wetterer & Co, PSC

Name: William S. Wetterer & Co, PSC — William S. Wetterer, Form 5500 (2024)
Creator: William S. Wetterer & Co, PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William S. Wetterer & Co, PSC Retirement Plan

401(k) retirement plan · William S. Wetterer & Co, PSC's William S. Wetterer & Co, PSC Retirement Plan held $10.0M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.0M

Net assets (EOY)

$10.0M

People on this filing

Anthony Warren signed William S. Wetterer & Co, PSC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

William S. Wetterer & Co, PSC's EIN is 61-1036216.

EIN 61-1036216

Plan number 001

Plan year 2024

ACK ID 20251013124154NAL0000611859001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William S. Wetterer & Co, PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William S. Wetterer & Co, PSC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM S. WETTERER & CO, PSC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

WILLIAM S. WETTERER & CO, PSC

EIN

all filings

Address

9700 ORMSBY STATION RD · LOUISVILLE, KY · 40223

Phone

(502) 491-5550

Industry

CPA Offices· Professional & Technical Services

Plan administrator