Original filing (PDF)20250527131849NAL0006059921001

WOODARD HERNANDEZ ROTH & DAY, LLC

Name: WOODARD HERNANDEZ ROTH & DAY, LLC — WOODARD, HERNANDEZ, ROTH & DAY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: WOODARD HERNANDEZ ROTH & DAY, LLC

Form 5500-SF

FILING_RECEIVED

WOODARD, HERNANDEZ, ROTH & DAY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

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 WOODARD HERNANDEZ ROTH & DAY, LLC.

Plan sponsor

Name

WOODARD HERNANDEZ ROTH & DAY, LLC

EIN

48-0801373

Address

245 N. WACO, SUITE 260 · WICHITA, KS · 67202

Phone

(785) 537-0366

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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