Original filing (PDF)20250811090606NAL0006492211001

WITHAM, MAHONEY & ABBOTT LLP

Name: WITHAM, MAHONEY & ABBOTT LLP — WITHAM, MAHONEY & ABBOTT LLP 401(K) PLAN, Form 5500 (2024)
Creator: WITHAM, MAHONEY & ABBOTT LLP

Form 5500-SF

FILING_RECEIVED

WITHAM, MAHONEY & ABBOTT LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WITHAM, MAHONEY & ABBOTT LLP.

Plan sponsor

Name

WITHAM, MAHONEY & ABBOTT LLP

EIN

46-4558008

Address

401 B STREET, SUITE 2220 · SAN DIEGO, CA · 92101

Phone

(619) 756-2582

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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