How big is H. Bradley Whatley, P.C.'s plan?

H. Bradley Whatley, P.C.'s plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20251015102739NAL0002241779001

H. Bradley Whatley, P.C.

Name: H. Bradley Whatley, P.C. — H. Bradley Whatley, P.C., Form 5500 (2024)
Creator: H. Bradley Whatley, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

H. Bradley Whatley, P.C. 401(k) Plan

401(k) retirement plan · H. Bradley Whatley, P.C.'s H. Bradley Whatley, P.C. 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

H. Bradley Whatley, P.C.'s EIN is 20-1868100.

EIN 20-1868100

Plan number 001

Plan year 2024

ACK ID 20251015102739NAL0002241779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H. Bradley Whatley, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H. Bradley Whatley, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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