Original filing (PDF)20240611052618NAL0014958019001

WERNICK & CO PLLC

Name: WERNICK & CO PLLC — Form 5500 (2023)
Creator: WERNICK & CO PLLC

Form 5500-SF

FILING_RECEIVED

WERNICK & CO PLLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WERNICK & CO PLLC

EIN

84-2576518

Address

320 MIRACLE MILE · SUITE 203 · CORAL GABLES, FL · 33134

Phone

(786) 208-0753

Industry