How big is KERR Wilson PC's plan?

KERR Wilson PC's plan reported $465K in assets and 3 participants for 2024.

Original filing (PDF)20250611081249NAL0015560737001

KERR Wilson PC

Name: KERR Wilson PC — TKA PC 401(k), Form 5500 (2024)
Creator: KERR Wilson PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TKA PC 401(k)

401(k) retirement plan · KERR Wilson PC's TKA PC 401(k) held $465K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

People on this filing

Thomas KERR signed KERR Wilson PC's 2024 Form 5500 as plan administrator.

Thomas KERR — 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

KERR Wilson PC's EIN is 20-3328180.

EIN 20-3328180

Plan number 001

Plan year 2024

ACK ID 20250611081249NAL0015560737001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

KERR Wilson PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KERR WILSON PC.

Finding similar companies…

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 average account balance (97th percentile).

Plan sponsor

Name

KERR WILSON PC

EIN

all filings

Address

16676 NORTHCHASE DR · SUITE 410 · HOUSTON, TX · 77060

Phone

(281) 260-6304

Industry

Law Offices· Professional & Technical Services

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

2025-06-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

Shaughnessy Raiche, PLLC

Shaughnessy Raiche, PLLC 401(k) Plan

$465K · 7 participants

Skrupa Law Office

Skrupa Law Office Profit Sharing Plan

$465K · 7 participants

Mitchell B. Friedman, P.C.

Mitchell B. Friedman, P.C. Cash Balance Plan

$465K · 2 participants

Albies & Stark LLC

Albies & Stark LLC Cash Balance Pension Plan

$465K · 6 participants

Corliss Law Group

Corliss Law Group 401(k) Plan

$465K · 7 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.