How big is Wegley, Higginbotham & Associates, PLC's plan?

Wegley, Higginbotham & Associates, PLC's plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20250929153429NAL0014051968001

Wegley, Higginbotham & Associates, PLC

Name: Wegley, Higginbotham & Associates, PLC — Form 5500 Plan 001 (2024)
Creator: Wegley, Higginbotham & Associates, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wegley, Higginbotham & Associates, PLC 401(k) Plan

401(k) retirement plan · Wegley, Higginbotham & Associates, PLC's Wegley, Higginbotham & Associates, PLC 401(k) Plan held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

JILL Linden signed Wegley, Higginbotham & Associates, PLC's 2024 Form 5500 as plan administrator.

JILL Linden — 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

Wegley, Higginbotham & Associates, PLC's EIN is 26-0776291.

EIN 26-0776291

Plan number 001

Plan year 2024

ACK ID 20250929153429NAL0014051968001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wegley, Higginbotham & Associates, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wegley, Higginbotham & Associates, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEGLEY, HIGGINBOTHAM & ASSOCIATES, PLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WEGLEY, HIGGINBOTHAM & ASSOCIATES, PLC

EIN

all filings

Address

10470 ARMSTRONG STREET · FAIRFAX, VA · 22030

Phone

(703) 591-7301

Industry

CPA Offices· Professional & Technical Services

Plan administrator