How big is Weiser Financial LLC's plan?

Weiser Financial LLC's plan reported $199K in assets and 3 participants for 2025.

Original filing (PDF)20260514120733NAL0010380432001

Weiser Financial LLC

Name: Weiser Financial LLC — Weiser Financial LLC 401(k), Form 5500 (2025)
Creator: Weiser Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weiser Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Weiser Financial LLC's Weiser Financial LLC 401(k) Profit Sharing Plan & Trust held $199K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

CORY Weiser signed Weiser Financial LLC's 2025 Form 5500 as plan administrator.

CORY Weiser — 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

Weiser Financial LLC's EIN is 82-0985342.

EIN 82-0985342

Plan number 001

Plan year 2025

ACK ID 20260514120733NAL0010380432001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Weiser Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Weiser Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEISER FINANCIAL LLC.

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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