Original filing (PDF)20250423220410NAL0004267715011

WHEATLEY PRITCHARD & ASSOCIATES, PLLC

Name: WHEATLEY PRITCHARD & ASSOCIATES, PLLC — WHEATLEY PRITCHARD & ASSOCIATES, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: WHEATLEY PRITCHARD & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

WHEATLEY PRITCHARD & ASSOCIATES, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

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 WHEATLEY PRITCHARD & ASSOCIATES, PLLC.

Plan sponsor

Name

WHEATLEY PRITCHARD & ASSOCIATES, PLLC

EIN

46-3901571all filings

Address

30-10 41ST AVENUE · LONG ISLAND CITY, NY · 11101

Phone

(347) 778-5130

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator