How big is Cline, Williams, Wright, Johnson's plan?

Cline, Williams, Wright, Johnson's plan reported $54.8M in assets and 88 participants for 2024.

Original filing (PDF)20250715152235NAL0003224784001

Cline, Williams, Wright, Johnson

Name: Cline, Williams, Wright, Johnson — Cline,Williams,Wr, Form 5500 (2024)
Creator: Cline, Williams, Wright, Johnson
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cline,Williams,Wright, Johnson & Oldfather L.L.P. Profit Sharing Plan and Trust

401(k) retirement plan · Cline, Williams, Wright, Johnson's Cline,Williams,Wright, Johnson & Oldfather L.L.P. Profit Sharing Plan and Trust held $54.8M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

113

Plan assets (EOY)

$54.8M

Net assets (EOY)

$54.8M

People on this filing

Michelle Sitorius signed Cline, Williams, Wright, Johnson's 2024 Form 5500 as plan administrator.

Michelle Sitorius — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cline, Williams, Wright, Johnson's EIN is 47-0382823.

EIN 47-0382823

Plan number 001

Plan year 2024

ACK ID 20250715152235NAL0003224784001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cline, Williams, Wright, Johnson from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cline, Williams, Wright, Johnson's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLINE, WILLIAMS, WRIGHT, JOHNSON.

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Plan health score

Above-average plan

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