· 2022–2024 · DOL EFAST2

ALVA Wesley-Thomas & Associate — ALVA Wesley-Thomas, Form 5500 (2025)

Original filing (PDF)20260603130548NAL0000073363001

ALVA Wesley-Thomas & Associate

Form 5500-SF

FILING_RECEIVED

ALVA Wesley-Thomas & Associate 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · ALVA Wesley-Thomas & Associate's ALVA Wesley-Thomas & Associate 401(k) Profit Sharing Plan & Trust held $105K in plan assets for 2 participants in 2025.

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$105K

Net assets (EOY)

$105K

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

65

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALVA WESLEY-THOMAS & ASSOCIATE.

Plan sponsor

Name

ALVA WESLEY-THOMAS & ASSOCIATE

EIN

26-1562245all filings

Address

6161 SAVOY DR STE 250 · HOUSTON, TX · 770363335

Phone

(713) 278-0800

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-03

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

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