Original filing (PDF)20251128120145NAL0010275232001

WINTERSCHEIDT AND WIDEGREN, LLC

Name: WINTERSCHEIDT AND WIDEGREN, LLC — WINTERSHEIDT AND WIDEGREN 401(K) & PS PLAN, Form 5500 (2024)
Creator: WINTERSCHEIDT AND WIDEGREN, LLC

Form 5500-SF

FILING_RECEIVED

WINTERSHEIDT AND WIDEGREN 401(K) & PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 WINTERSCHEIDT AND WIDEGREN, LLC.

Plan sponsor

Name

WINTERSCHEIDT AND WIDEGREN, LLC

EIN

82-3172350

Address

8055 E TUFTS AVE #550 · DENVER, CO · 80237

Phone

(303) 221-3157

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-07-17

Filed

2025-11-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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