How big is Hill, Kertscher & Wharton, LLC's plan?

Hill, Kertscher & Wharton, LLC's plan reported $1.8M in assets and 14 participants for 2024.

Original filing (PDF)20250723160213NAL0002144323001

Hill, Kertscher & Wharton, LLC

Name: Hill, Kertscher & Wharton, LLC — Hill, Kertscher &, Form 5500 (2024)
Creator: Hill, Kertscher & Wharton, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hill, Kertscher & Wharton, LLC 401(k) Retirement Savings Plan

401(k) retirement plan · Hill, Kertscher & Wharton, LLC's Hill, Kertscher & Wharton, LLC 401(k) Retirement Savings Plan held $1.8M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Kevin Cheezum signed Hill, Kertscher & Wharton, LLC's 2024 Form 5500 as plan administrator.

Kevin Cheezum — 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

Hill, Kertscher & Wharton, LLC's EIN is 20-0568538.

EIN 20-0568538

Plan number 002

Plan year 2024

ACK ID 20250723160213NAL0002144323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hill, Kertscher & Wharton, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hill, Kertscher & Wharton, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HILL, KERTSCHER & WHARTON, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score