Original filing (PDF)20251006161615NAL0003998481001

PEPPLE & WAGGONER, LTD.

Name: PEPPLE & WAGGONER, LTD. — PEPPLE & WAGGONER, LTD. 401K PROFIT-SHARING PLAN, Form 5500 (2024)
Creator: PEPPLE & WAGGONER, LTD.

Form 5500-SF

FILING_RECEIVED

PEPPLE & WAGGONER, LTD. 401K PROFIT-SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

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 PEPPLE & WAGGONER, LTD..

Plan sponsor

Name

PEPPLE & WAGGONER, LTD.

EIN

34-1606923

Address

5005 ROCKSIDE ROAD · SUITE 260 · CLEVELAND, OH · 44131

Phone

(216) 520-0088

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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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