How big is Williard Stewart Caliendo Architect's plan?

Williard Stewart Caliendo Architect's plan reported $887K in assets and 3 participants for 2024.

Original filing (PDF)20250722124307NAL0006956802001

Williard Stewart Caliendo Architect

Name: Williard Stewart Caliendo Architect — Williard, Form 5500 (2024)
Creator: Williard Stewart Caliendo Architect
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williard Stewart Caliendo Architects, PA 401(k) Plan

401(k) retirement plan · Williard Stewart Caliendo Architect's Williard Stewart Caliendo Architects, PA 401(k) Plan held $887K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$887K

Net assets (EOY)

$887K

People on this filing

Mark Williard signed Williard Stewart Caliendo Architect's 2024 Form 5500 as plan administrator.

Mark Williard — 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

Williard Stewart Caliendo Architect's EIN is 56-1852345.

EIN 56-1852345

Plan number 001

Plan year 2024

ACK ID 20250722124307NAL0006956802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Williard Stewart Caliendo Architect from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Williard Stewart Caliendo Architect's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIARD STEWART CALIENDO ARCHITECT.

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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 (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

WILLIARD STEWART CALIENDO ARCHITECT

EIN

all filings

Address

122 COX AVENUE · RALEIGH, NC · 276051817

Phone

(919) 834-0620

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator