Original filing (PDF)20250110141251NAL0007809667001

THE LAW OFFICES OF WEINTRAUB & WEINTRAUB, P.A.

Name: THE LAW OFFICES OF WEINTRAUB & WEINTRAUB, P.A. — WEINTRAUB & WEINTRAUB, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: THE LAW OFFICES OF WEINTRAUB & WEINTRAUB, P.A.

Form 5500-SF

FILING_RECEIVED

WEINTRAUB & WEINTRAUB, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LAW OFFICES OF WEINTRAUB & WEINTRAUB, P.A..

Plan sponsor

Name

THE LAW OFFICES OF WEINTRAUB & WEINTRAUB, P.A.

EIN

65-0387473

Address

7000 CONGRESS AVE · SUITE 1110 · BOCA RATON, FL · 33487

Phone

(561) 988-6411

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator