Original filing (PDF)20250411220518NAL0037238768055

WOOLLARD NICHOLS AND ASSOCIATES, LLC

Name: WOOLLARD NICHOLS AND ASSOCIATES, LLC — WOOLLARD NICHOLS AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: WOOLLARD NICHOLS AND ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

WOOLLARD NICHOLS AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

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

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 WOOLLARD NICHOLS AND ASSOCIATES, LLC.

Plan sponsor

Name

WOOLLARD NICHOLS AND ASSOCIATES, LLC

EIN

46-3777846

Address

3308 TREADSOFT COVE · AUSTIN, TX · 78748

Phone

(512) 217-6862

Industry

Professional & Technical Servicessee all

Plan administrator