How big is Gary Ben-EZRA's plan?

Gary Ben-EZRA's plan reported $974K in assets and 2 participants for 2024.

Original filing (PDF)20250922071517NAL0002033395001

Gary Ben-EZRA

Name: Gary Ben-EZRA — WFA Oak Group MEP 401(k) PSP, Form 5500 (2024)
Creator: Gary Ben-EZRA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WFA Oak Group MEP 401(k) PSP

401(k) retirement plan · Gary Ben-EZRA's WFA Oak Group MEP 401(k) PSP held $974K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$974K

Net assets (EOY)

$974K

Plan identifiers

Gary Ben-EZRA's EIN is 88-2850307.

EIN 88-2850307

Plan number 001

Plan year 2024

ACK ID 20250922071517NAL0002033395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gary Ben-EZRA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gary Ben-EZRA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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