· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PICKLER WEALTH ADVISORS LLC — PICKLER WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722155412NAL0003397056002
PICKLER WEALTH ADVISORS LLC
Form 5500-SF
FILING_RECEIVED
PICKLER WEALTH ADVISORS LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
30
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PICKLER WEALTH ADVISORS LLC
.
Find decision makers
Plan sponsor
Name
PICKLER WEALTH ADVISORS LLC
EIN
20-1706187
Address
1135 HALLE PARK CIRCLE · COLLIERVILLE, TN · 38017
Phone
(901) 316-0160
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
INSPIRECORPS HOLDINGS LLC
INSPIRECORPS HOLDINGS LLC 401(K) RETIREMENT PLAN
$1.5M · 10 participants
ADVANCED MEDICAL GROUP, INC.
ADVANCED MEDICAL GROUP, INC. 401(K) PLAN
$1.5M · 20 participants
NEW YORK STATE MARINE HIGHWAY TRANSPORTATION CO., LLC
NEW YORK STATE MARINE HIGHWAY TRANSPORTATION CO., LLC 401(K) PLAN
$1.5M · 25 participants
INVIGORATE MEDIA, LLC
INVIGORATE MEDIA, LLC 401K PLAN
$1.5M · 3 participants
STAR CLIPPERS GSA INC
STAR CLIPPERS GSA INC 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 16 participants
KANE BUILT INC
KANE BUILT INC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 29 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
