· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TATA, WILSON JOHNSON, MEYER & CHERRY, PLLC — HOWARD, TATE, SOWELL, WILSON, LEATHERS & JOHNSON PLLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710145507NAL0006680465001
TATA, WILSON JOHNSON, MEYER & CHERRY, PLLC
Form 5500-SF
FILING_RECEIVED
HOWARD, TATE, SOWELL, WILSON, LEATHERS & JOHNSON PLLC 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
TATA, WILSON JOHNSON, MEYER & CHERRY, PLLC
.
Find decision makers
Plan sponsor
Name
TATA, WILSON JOHNSON, MEYER & CHERRY, PLLC
EIN
20-5974889
Address
100 WESTWOOD PLACE, STE 120 · BRENTWOOD, TN · 37027
Phone
(615) 477-7194
Industry
Law Offices
· 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
2025-07-10
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
NORWOOD & NORWOOD, P.A.
NORWOOD & NORWOOD, P.A. 401(K) PROFIT SHARING PLAN
$1.6M · 20 participants
LLK, LLC
LLK, LLC CASH BALANCE PLAN
$1.6M · 2 participants
CULTURAL HERITAGE PARTNERS, PLLC
CULTURAL HERITAGE PARTNERS, PLLC 401K PLAN
$1.6M · 12 participants
HOYT & STANFORD LLC
HOYT & STANFORD LLC 401K PROFIT SHARING PLAN
$1.6M · 6 participants
MCGILBERRY & SHIRER, LLP
MCGILBERRY & SHIRER, LLP 401(K) PLAN
$1.6M · 11 participants
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.
THE TANNENBAUM LAW GROUP, LLC
THE TANNENBAUM LAW GROUP, LLC 401(K) PLAN
$1.6M · 5 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
