· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVID L WADE & ASSOCIATES, PC — DAVID L WADE & ASSOCIATES, PC RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703083723NAL0000400481001
DAVID L WADE & ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
DAVID L WADE & ASSOCIATES, PC RETIREMENT TRUST
401(k) retirement plan
Active participants
15
Accounts w/ balance
17
Plan assets (EOY)
$274K
Net assets (EOY)
$274K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DAVID L WADE & ASSOCIATES, PC
.
Find decision makers
Plan sponsor
Name
DAVID L WADE & ASSOCIATES, PC
EIN
35-1994584
Address
10125 DAWSONS CREEK BLVD · FORT WAYNE, IN · 46825
Phone
(260) 483-1174
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
SECURITY DESIGN CONSULTING, LLC
SECURITY DESIGN CONSULTING, LLC 401(K) PROFIT SHARING PLAN AND T
$274K · 3 participants
THE ART EFFECT INC
THE ART EFFECT INC 401(K) PROFIT SHARING PLAN & TRUST
$274K · 110 participants
NEXSOLV, INC.
NEXSOLV, INC. RETIREMENT TRUST
$274K · 47 participants
AMERICAN WORK ADVENTURES INC
AMERICAN WORK ADVENTURES INC 401(K) PROFIT SHARING PLAN & TRUST
$274K · 6 participants
MODERN JP BRANDS LLC
MODERN JP BRANDS LLC 401(K) AND PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$274K · 2 participants
MASSA ENTERPRISES INC
MASSA ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
$273K · 3 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
