How big is Weiss Group, LLC's plan?

Weiss Group, LLC's plan reported $4.8M in assets and 65 participants for 2024.

Original filing (PDF)20250922092053NAL0004510913001

Weiss Group, LLC

Name: Weiss Group, LLC — Weiss Group, LLC 401(k) Plan, Form 5500 (2024)
Creator: Weiss Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weiss Group, LLC 401(k) Plan

401(k) retirement plan · Weiss Group, LLC's Weiss Group, LLC 401(k) Plan held $4.8M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

Plan identifiers

Weiss Group, LLC's EIN is 65-0465371.

EIN 65-0465371

Plan number 002

Plan year 2024

ACK ID 20250922092053NAL0004510913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Weiss Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Weiss Group, LLC'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 WEISS GROUP, LLC.

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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