Original filing (PDF)20230712081307NAL0022427745001

WOOMER & TALARICO, LLC

Name: WOOMER & TALARICO, LLC — WOOMER & TALARICO, LLC 401(K) RETIREMENT PLAN, Form 5500 (2022)
Creator: WOOMER & TALARICO, LLC

Form 5500-SF

FILING_RECEIVED

WOOMER & TALARICO, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOOMER & TALARICO, LLC.

Plan sponsor

Name

WOOMER & TALARICO, LLC

EIN

81-4980910

Address

2945 BANKSVILLE ROAD · SUITE 200 · PITTSBURGH, PA · 15216

Phone

(412) 388-0848

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2S · Automatic enrollment

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

EPSTEIN AND EPSTEIN

EPSTEIN AND EPSTEIN PROFIT SHARING PLAN

$1.8M · 3 participants

BOYLE & ANDERSON, P.C.

BOYLE AND ANDERSON, P.C. 401(K) PROFIT SHARING PLA N & TRUST

$1.8M · 13 participants

DEAN M. GETTIS, P.A.

DEAN M. GETTIS, P.A. CASH BALANCE PLAN

$1.8M · 1 participants

STEPHEN A. FORWARD

STEPHEN A. FORWARD PROFIT SHARING PLAN

$1.8M · 4 participants

THE GRUBB LAW GROUP PLLC

THE GRUBB LAW GROUP PLLC PROFIT SHARING & 401(K) PLAN