· 2022–2024 · DOL EFAST2

Clair Gjertsen Weathers PLLC — Clair Gjertsen, Form 5500 (2025)

Original filing (PDF)20260615103551NAL0001510016001

Clair Gjertsen Weathers PLLC

Form 5500-SF

FILING_RECEIVED

Clair Gjertsen Weathers PLLC 401(k) Plan

401(k) retirement plan · Clair Gjertsen Weathers PLLC's Clair Gjertsen Weathers PLLC 401(k) Plan held $900K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

CLAIR GJERTSEN WEATHERS PLLC

EIN

85-4082398all filings

Address

4 NEW KING ST STE 140 · WHITE PLAINS, NY · 10604

Phone

(914) 472-6202

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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