How big is Barlis Wedlick Architects, LLC's plan?

Barlis Wedlick Architects, LLC's plan reported $3.2M in assets and 17 participants for 2024.

Original filing (PDF)20250618112610NAL0001366419001

Barlis Wedlick Architects, LLC

Name: Barlis Wedlick Architects, LLC — Barlis Wedlick, Form 5500 (2024)
Creator: Barlis Wedlick Architects, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barlis Wedlick Architects, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Barlis Wedlick Architects, LLC's Barlis Wedlick Architects, LLC 401(k) Profit Sharing Plan held $3.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Yvonne Hartung signed Barlis Wedlick Architects, LLC's 2024 Form 5500 as plan administrator.

Yvonne Hartung — 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

Barlis Wedlick Architects, LLC's EIN is 87-0813084.

EIN 87-0813084

Plan number 001

Plan year 2024

ACK ID 20250618112610NAL0001366419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barlis Wedlick Architects, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barlis Wedlick Architects, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARLIS WEDLICK ARCHITECTS, 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

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).

Plan sponsor

Name

BARLIS WEDLICK ARCHITECTS, LLC

EIN

all filings

Address

20 VESEY ST · 11TH FLOOR · NEW YORK, NY · 10007

Phone

(212) 625-3838

Industry

Professional & Technical Services

Plan administrator