How big is Pepple & Waggoner, Ltd.'s plan?

Pepple & Waggoner, Ltd.'s plan reported $13.1M in assets and 21 participants for 2024.

Original filing (PDF)20251006161615NAL0003998481001

Pepple & Waggoner, Ltd.

Name: Pepple & Waggoner, Ltd. — Pepple & Waggoner, Ltd., Form 5500 (2024)
Creator: Pepple & Waggoner, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pepple & Waggoner, Ltd. 401(k) Profit-Sharing Plan

401(k) retirement plan · Pepple & Waggoner, Ltd.'s Pepple & Waggoner, Ltd. 401(k) Profit-Sharing Plan held $13.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

People on this filing

Christian Williams signed Pepple & Waggoner, Ltd.'s 2024 Form 5500 as plan administrator.

Christian Williams — 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

Pepple & Waggoner, Ltd.'s EIN is 34-1606923.

EIN 34-1606923

Plan number 001

Plan year 2024

ACK ID 20251006161615NAL0003998481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pepple & Waggoner, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pepple & Waggoner, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEPPLE & WAGGONER, LTD..

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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

Knocking points off