How big is Travis Terry & Company PC's plan?

Travis Terry & Company PC's plan reported $1.9M in assets and 28 participants for 2024.

Original filing (PDF)20250508151707NAL0012140817001

Travis Terry & Company PC

Name: Travis Terry & Company PC — Travis Terry & Company, Form 5500 (2024)
Creator: Travis Terry & Company PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Travis Terry & Company PC 401(k) Plan

401(k) retirement plan · Travis Terry & Company PC's Travis Terry & Company PC 401(k) Plan held $1.9M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Travis Terry & Company PC's EIN is 02-0520941.

EIN 02-0520941

Plan number 001

Plan year 2024

ACK ID 20250508151707NAL0012140817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Travis Terry & Company PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Travis Terry & Company PC'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 TRAVIS TERRY & COMPANY PC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off