Original filing (PDF)20250826120117NAL0004433619001

Avery Wheelock

Name: Avery Wheelock — Avery Wheelock 401(k) Profit, Form 5500 (2024)
Creator: Avery Wheelock
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avery Wheelock 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Avery Wheelock's Avery Wheelock 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Anthony M. Ward ESQ. signed Avery Wheelock's 2024 Form 5500 as plan administrator.

Anthony M. Ward ESQ. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Avery Wheelock's EIN is 15-0530324.

EIN 15-0530324

Plan number 001

Plan year 2024

ACK ID 20250826120117NAL0004433619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avery Wheelock from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avery Wheelock'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 AVERY WHEELOCK.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score