Original filing (PDF)20251003132604NAL0002373760001

WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC

Name: WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC — WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN, Form 5500 (2024)
Creator: WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

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.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC.

Plan sponsor

Name

WILLS, TRUSTS, PROBATE & ELDER LAW FIRM, PLLC

EIN

46-4234571

Address

6751 PROFESSIONAL PKWY W STE 104 · LAKEWOOD RANCH, FL · 34240

Phone

(941) 914-9145

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator