How big is Werdel Financial Management's plan?

Werdel Financial Management's plan reported $17K in assets and 3 participants for 2024.

Original filing (PDF)20250702135234NAL0018902240001

Werdel Financial Management

Name: Werdel Financial Management — Werdel Financial, Form 5500 (2024)
Creator: Werdel Financial Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Werdel Financial Management - Tim Werdel 401(k) Profit Sharing Plan

401(k) retirement plan · Werdel Financial Management's Werdel Financial Management - Tim Werdel 401(k) Profit Sharing Plan held $17K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

People on this filing

Timothy Werdel signed Werdel Financial Management's 2024 Form 5500 as plan administrator.

Timothy Werdel — 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

Werdel Financial Management's EIN is 93-2756008.

EIN 93-2756008

Plan number 001

Plan year 2024

ACK ID 20250702135234NAL0018902240001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Werdel Financial Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Werdel Financial Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WERDEL FINANCIAL MANAGEMENT.

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Plan health score

Above-average plan

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