How big is Wernick Spear Wealth Managers' plan?

Wernick Spear Wealth Managers' plan reported $371K in assets and 6 participants for 2025.

Original filing (PDF)20260429081541NAL0006036819001

Wernick Spear Wealth Managers

Name: Wernick Spear Wealth Managers — Wernick Spear Wealth, Form 5500 (2025)
Creator: Wernick Spear Wealth Managers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wernick Spear Wealth Managers Cash Balance Plan

Defined-benefit pension plan · Wernick Spear Wealth Managers' Wernick Spear Wealth Managers Cash Balance Plan held $371K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

People on this filing

Denise LAMB for Daybright signed Wernick Spear Wealth Managers' 2025 Form 5500 as plan administrator.

Denise LAMB for Daybright — 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

Wernick Spear Wealth Managers' EIN is 84-2335190.

EIN 84-2335190

Plan number 002

Plan year 2025

ACK ID 20260429081541NAL0006036819001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wernick Spear Wealth Managers from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wernick Spear Wealth Managers' plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WERNICK SPEAR WEALTH MANAGERS.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score