Original filing (PDF)20250127131926NAL0020493344001

KUDELA & WEINHEIMER, INC.

Name: KUDELA & WEINHEIMER, INC. — KUDELA & WEINHEIMER CASH BALANCE PLAN, Form 5500 (2024)
Creator: KUDELA & WEINHEIMER, INC.

Form 5500-SF

FILING_RECEIVED

KUDELA & WEINHEIMER CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

KUDELA & WEINHEIMER, INC.

EIN

76-0685748all filings

Address

6925 PORTWEST DRIVE, SUITE 100 · HOUSTON, TX · 77024

Phone

(713) 869-6987

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-01-27

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

CASCADE CIVIL CORPORATION

THE CONTRACTORS RETIREMENT PLAN

NEW RIVER INDUSTRIES LLC

NEW RIVER INDUSTRIES LLC 401(K) PLAN

AJI FENCE LTD.

AJI FENCE LTD. 401K PLAN

CENTRAL FIRE PROTECTION CONTRACTORS INC.

U. S. SMALL BUSINESS EXCHANGE 401(K) PLAN

COLORADO CRANE, INC.

COLORADO CRANE, INC. PROFIT SHARING/401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.