How big is Severson & Werson's plan?

Severson & Werson's plan reported $52.8M in assets and 63 participants for 2024.

Original filing (PDF)20250820140815NAL0006318434001

Severson & Werson

Name: Severson & Werson — Severson & Werson, a, Form 5500 (2024)
Creator: Severson & Werson
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan

401(k) retirement plan · Severson & Werson's Severson & Werson, a Professional Corporation, Profit Sharing and Salary Deferral Plan held $52.8M in plan assets for 63 participants in 2024, with Empower as recordkeeper.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$52.8M

Net assets (EOY)

$52.7M

People on this filing

Krista Mencarelli signed Severson & Werson's 2024 Form 5500 as plan administrator.

Krista Mencarelli — 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

Severson & Werson's EIN is 94-2774518.

EIN 94-2774518

Plan number 001

Plan year 2024

ACK ID 20250820140815NAL0006318434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Severson & Werson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Severson & Werson'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 SEVERSON & WERSON.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SEVERSON & WERSON

EIN

all filings

Address

595 MARKET STREET SUITE 2600 · SAN FRANCISCO, CA · 94105

Phone

(415) 398-3344

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

BPM LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$66K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$20K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

26 direct securities· $46.1M(87% of reported assets)

Mutual Funds

$26.6M

15 holdings

Common Collective Trusts

$15.5M

7 holdings

Other securities

$2.3M

2 holdings

U.S. Treasuries

$1.4M

1 holding

Bonds / Notes

$192K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$7.5M	14.1%
Vanguard Target Retirement 2030 Inv Mutual fund	Mutual Funds	—	—	$6.2M	11.7%
Vanguard Target Retirement 2035 Inv Mutual fund	Mutual Funds	—	—	$4.4M	8.2%
Vanguard Target Retirement 2040 Inv Mutual fund	Mutual Funds	—	—	$3.4M	6.4%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$3.3M	6.3%
Vanguard Target Retirement 2045 Inv Mutual fund	Mutual Funds	—	—	$2.6M	5.0%
Vanguard Target Retirement 2025 Inv Mutual fund	Mutual Funds	—	—	$2.1M	4.0%
Vanguard Federal Money Market Fund Inv Mutual fund	Mutual Funds	—	—	$2.0M	3.8%
AB Large Cap Growth Fund Class Z Mutual fund	Other securities	—	—	$1.9M	3.7%
Vanguard Intermediate-Term Government Bond Index Admiral Mutual fund	U.S. Treasuries	—	—	$1.4M	2.7%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$1.3M	2.5%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.3M	2.4%
PIMCO Total Return Fund Institutional Mutual fund	Mutual Funds	—	—	$1.1M	2.1%
American Funds Washington Mutual R6 Mutual fund	Mutual Funds	—	—	$1.0M	2.0%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$1.0M	1.9%
Fidelity Emerging Markets Index Fund Mutual fund	Common Collective Trusts	—	—	$973K	1.8%
Vanguard Target Retirement Income Inv Mutual fund	Mutual Funds	—	—	$934K	1.8%
American Funds EuroPacific Growth R-6 Mutual fund	Mutual Funds	—	—	$846K	1.6%
Vanguard Explorer ADM Mutual fund	Mutual Funds	—	—	$572K	1.1%
Vanguard Target Retirement 2050 Inv Mutual fund	Mutual Funds	—	—	$544K	1.0%
Fidelity Real Estate Index Mutual fund	Mutual Funds	—	—	$474K	0.9%
Vanguard Target Retirement 2055 Inv Mutual fund	Mutual Funds	—	—	$437K	0.8%
Blackrock High Yield Portfolio K Mutual fund	Other securities	—	—	$382K	0.7%
Participant loans 5.25% to 10.50%, various maturities	Bonds / Notes	—	—	$192K	0.4%
Fidelity Large Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$109K	0.2%
Vanguard Target Retirement 2060 Inv Mutual fund	Mutual Funds	—	—	$16K	<0.1%