Original filing (PDF)20251003084550NAL0001166097001

WADE & COMPANY, LLP

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

Form 5500-SF

FILING_RECEIVED

WADE & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$592K

Net assets (EOY)

$592K

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 (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WADE & COMPANY, LLP

EIN

20-0578681

Address

770 SOUTH POST OAK LANE · STE 101 · HOUSTON, TX · 77056

Phone

(713) 622-3900

Industry