How big is Katherine A. Hart Westphal, PLLC's plan?

Katherine A. Hart Westphal, PLLC's plan reported $769K in assets and 8 participants for 2024.

Original filing (PDF)20250703104421NAL0001121826001

Katherine A. Hart Westphal, PLLC

Name: Katherine A. Hart Westphal, PLLC — Katherine A. Hart, Form 5500 (2024)
Creator: Katherine A. Hart Westphal, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katherine A. Hart Westphal, PLLC 401(k) Plan

401(k) retirement plan · Katherine A. Hart Westphal, PLLC's Katherine A. Hart Westphal, PLLC 401(k) Plan held $769K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$769K

Net assets (EOY)

$769K

People on this filing

Katherine Hart Westphal signed Katherine A. Hart Westphal, PLLC's 2024 Form 5500 as plan administrator.

Katherine Hart Westphal — 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

Katherine A. Hart Westphal, PLLC's EIN is 47-5581728.

EIN 47-5581728

Plan number 001

Plan year 2024

ACK ID 20250703104421NAL0001121826001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katherine A. Hart Westphal, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katherine A. Hart Westphal, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHERINE A. HART WESTPHAL, PLLC.

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

KATHERINE A. HART WESTPHAL, PLLC

EIN

all filings

Address

1849 MEMORIAL BLVD · MURFREESBORO, TN · 37129

Phone

(615) 890-7246

Industry

Health Care & Social Assistance

Plan administrator