Original filing (PDF)20250512130153NAL0017199489001

WARD FISHER & COMPANY, LLP

Name: WARD FISHER & COMPANY, LLP — WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WARD FISHER & COMPANY, LLP

Form 5500-SF

FILING_RECEIVED

WARD FISHER & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARD FISHER & COMPANY, LLP.

Plan sponsor

Name

WARD FISHER & COMPANY, LLP

EIN

05-0234540

Address

250C CENTERVILLE ROAD · WARWICK, RI · 028864353

Phone

(401) 384-6464

Industry