How big is Wertimer + Cline Inc.'s plan?

Wertimer + Cline Inc.'s plan reported $95K in assets and 4 participants for 2025.

Original filing (PDF)20260420104046NAL0001347121001

Wertimer + Cline Inc.

Name: Wertimer + Cline Inc. — Wertimer + Cline 401(k) Plan, Form 5500 (2025)
Creator: Wertimer + Cline Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wertimer + Cline 401(k) Plan

401(k) retirement plan · Wertimer + Cline Inc.'s Wertimer + Cline 401(k) Plan held $95K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

People on this filing

KIM Patton signed Wertimer + Cline Inc.'s 2025 Form 5500 as plan administrator.

KIM Patton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wertimer + Cline Inc.'s EIN is 81-1870733.

EIN 81-1870733

Plan number 001

Plan year 2025

ACK ID 20260420104046NAL0001347121001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wertimer + Cline Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wertimer + Cline Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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