Original filing (PDF)20251006092755NAL0005773008001

LAW OFFICES OF WILLIAM F. UNDERWOOD III, P.C.

Name: LAW OFFICES OF WILLIAM F. UNDERWOOD III, P.C. — LAW OFFICES OF WILLIAM F. UNDERWOOD III 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LAW OFFICES OF WILLIAM F. UNDERWOOD III, P.C.

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF WILLIAM F. UNDERWOOD III 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF WILLIAM F. UNDERWOOD III, P.C..

Plan sponsor

Name

LAW OFFICES OF WILLIAM F. UNDERWOOD III, P.C.

EIN

27-4172515

Address

1918 DAWSON RD. · ALBANY, GA · 31707

Phone

(229) 888-0888

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator