How big is Robert E. Weiss, Inc.'s plan?

Robert E. Weiss, Inc.'s plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20250625143401NAL0007915569001

Robert E. Weiss, Inc.

Name: Robert E. Weiss, Inc. — Weiss, Inc. Robert E. 401(k), Form 5500 (2024)
Creator: Robert E. Weiss, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Weiss, Inc. Robert E. 401(k) and Profit Sharing Plan

401(k) retirement plan · Robert E. Weiss, Inc.'s Weiss, Inc. Robert E. 401(k) and Profit Sharing Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Vicki Hilton signed Robert E. Weiss, Inc.'s 2024 Form 5500 as plan administrator.

Vicki Hilton — 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

Robert E. Weiss, Inc.'s EIN is 95-2854114.

EIN 95-2854114

Plan number 002

Plan year 2024

ACK ID 20250625143401NAL0007915569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert E. Weiss, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert E. Weiss, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 ROBERT E. WEISS, INC..

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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 (94th percentile).

Plan sponsor

Name

ROBERT E. WEISS, INC.

EIN

all filings

Address

920 VILLAGE OAKS DRIVE · COVINA, CA · 91724

Phone

(626) 967-4302

Industry

Law Offices· Professional & Technical Services

Plan administrator