Original filing (PDF)20250909093151NAL0043143282001

WADDELL SERAFINO GEARY RECHNER JENEVEIN, PC

Name: WADDELL SERAFINO GEARY RECHNER JENEVEIN, PC — WADDELL SERAFINO GEARY RECHNER JENEVEIN, PC EMPLOYEES SAVINGS TRUST, Form 5500 (2024)
Creator: WADDELL SERAFINO GEARY RECHNER JENEVEIN, PC

Form 5500-SF

FILING_RECEIVED

WADDELL SERAFINO GEARY RECHNER JENEVEIN, PC EMPLOYEES SAVINGS TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WADDELL SERAFINO GEARY RECHNER JENEVEIN, PC.

Plan sponsor

Name

WADDELL SERAFINO GEARY RECHNER JENEVEIN, PC

EIN