Original filing (PDF)20251009093551NAL0003793731001

WADE, LONG & WOOD, LLC

Name: WADE, LONG & WOOD, LLC — WADE, LONG & WOOD, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WADE, LONG & WOOD, LLC

Form 5500-SF

FILING_RECEIVED

WADE, LONG & WOOD, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WADE, LONG & WOOD, LLC.

Plan sponsor

Name

WADE, LONG & WOOD, LLC

EIN

22-3691813

Address

1250 CHEWS LANDING ROAD · LAUREL SPRINGS, NJ · 08021

Phone

(856) 346-2800

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-09

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SHERRETS BRUNO & VOGT LLC

SHERRETS BRUNO & VOGT LLC 401K PROFIT SHARING PLAN

$2.1M · 2 participants

PERALES & FERNANDEZ, LLP

PERALES & FERNANDEZ, LLP PROFIT SHARING PLAN & TRUST

$2.1M · 4 participants

PERALES & FERNANDEZ, LLP

PERALES & FERNANDEZ, LLP PROFIT SHARING PLAN & TRUST

$2.1M · 4 participants

GRIFFITH, MASUDA & HOBBS, A PROFESSIONAL LAW CORPORATION

GRIFFITH, MASUDA & HOBBS, A PROFESSIONAL LAW CORPORATION PROFIT SHARING PLAN

$2.1M · 6 participants

HANSEN & ROSASCO, LLP