Original filing (PDF)20251002160408NAL0001638802001

WORDES, WILSHIN & CONNER, LLP

Name: WORDES, WILSHIN & CONNER, LLP — WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WORDES, WILSHIN & CONNER, LLP

Form 5500-SF

FILING_RECEIVED

WORDES, WILSHIN & CONNER, A PARTNERSHIP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORDES, WILSHIN & CONNER, LLP.

Plan sponsor

Name

WORDES, WILSHIN & CONNER, LLP

EIN

95-3779299

Address

7545 IRVINE CENTER DRIVE, SUITE 200 · IRVINE, CA · 92618

Phone

(949) 486-5910

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STEVEN ADAM RUBIN & ASSOCIATES PLLC

STEVEN ADAM RUBIN & ASSOCIATES PLLC CASH BALANCE PLAN

$2.3M · 3 participants

COX, STOKES & LANTZ, PC

COX, STOKES & LANTZ, PC 401(K) PLAN

$2.3M · 3 participants

MCCANN, DILLON, JAFFE & LAMB, LLC

MCCANN, DILLON, JAFFE & LAMB, LLC 401(K) PLAN

$2.3M · 13 participants

GIDLEY, SARLI & MARUSAK, LLP

GIDLEY, SARLI & MARUSAK, LLP 401(K) PROFIT SHARING PLAN

$2.3M · 8 participants

RUBERRY, STALMACK & GARVEY, LLC

RUBERRY, STALMACK & GARVEY, LLC 401(K) PLAN