Original filing (PDF)20250911184521NAL0000408611001

Cesari, Werner & Moriarty Professional Corporation

Name: Cesari, Werner & Moriarty Professional Corporation — Form 5500 Plan 002 (2024)
Creator: Cesari, Werner & Moriarty Professional Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cesari, Werner & Moriarty Profit Sharing and 401(k) Plan

401(k) retirement plan · Cesari, Werner & Moriarty Professional Corporation's Cesari, Werner & Moriarty Profit Sharing and 401(k) Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Cesari, Werner & Moriarty Professional Corporation's EIN is 94-2217924.

EIN 94-2217924

Plan number 002

Plan year 2024

ACK ID 20250911184521NAL0000408611001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cesari, Werner & Moriarty Professional Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cesari, Werner & Moriarty Professional Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CESARI, WERNER & MORIARTY PROFESSIONAL CORPORATION.

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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 (90th percentile).

Plan sponsor

Name

CESARI, WERNER & MORIARTY PROFESSIONAL CORPORATION

EIN

all filings

Address

P. O. BOX 27307 · SAN FRANCISCO, CA · 94127

Phone

(650) 991-5126

Industry

Law Offices· Professional & Technical Services

Plan administrator