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Sponsor portfolio

WEENER & NATHAN, LLP

EIN 58-1713860-legal services-Latest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
22
5887 GLENRIDGE DRIVE NE, SUITE 275 - ATLANTA, GA 30328770-392-9004LinkedIn1-10 employeeslegal services
Plans on this EIN
2 filings
#001CashBalance-$4.7M - 9 part#002401k-$2.2M - 13 part

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • CASH BALANCE PLAN (#001)68%
  • EMPLOYEES' RETIREMENT PLAN (#002)32%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT PLAN (#002)13
  • CASH BALANCE PLAN (#001)9
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WEENER & NATHAN, LLP CASH BALANCE PLAN

CashBalance

Assets$4.7M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

WEENER & NATHAN, LLP EMPLOYEES' RETIREMENT PLAN

401k

Assets$2.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001WEENER & NATHAN, LLP CASH BALANCE PLANCashBalance$4.7M92024
002WEENER & NATHAN, LLP EMPLOYEES' RETIREMENT PLAN401k$2.2M132025
Retirement plans
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