Original filing (PDF)20251002130820NAL0000529121001

WEIR AND FECHT

Name: WEIR AND FECHT — WEIR AND FECHT PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WEIR AND FECHT

Form 5500-SF

FILING_RECEIVED

WEIR AND FECHT PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

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 WEIR AND FECHT.

Plan sponsor

Name

WEIR AND FECHT

EIN

95-4192795

Address

31225 LA BAYA DRIVE · STE. 200 · WESTLAKE VILLAGE, CA · 91362

Phone

(818) 710-0900

Industry

CPA 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

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

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