How big is Soltman, Levitt, Flaherty & Wattles LLP's plan?

Soltman, Levitt, Flaherty & Wattles LLP's plan reported $352K in assets and 10 participants for 2024.

Original filing (PDF)20251015195755NAL0011317906001

Soltman, Levitt, Flaherty & Wattles LLP

Name: Soltman, Levitt, Flaherty & Wattles LLP — Form 5500 Plan 001 (2024)
Creator: Soltman, Levitt, Flaherty & Wattles LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Soltman & Wattles, LLP 401(k) Plan

401(k) retirement plan · Soltman, Levitt, Flaherty & Wattles LLP's Soltman & Wattles, LLP 401(k) Plan held $352K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

Plan identifiers

Soltman, Levitt, Flaherty & Wattles LLP's EIN is 77-0559427.

EIN 77-0559427

Plan number 001

Plan year 2024

ACK ID 20251015195755NAL0011317906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Soltman, Levitt, Flaherty & Wattles LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Soltman, Levitt, Flaherty & Wattles LLP'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 SOLTMAN, LEVITT, FLAHERTY & WATTLES LLP.

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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