How big is Additon, Pendleton & Witherspoon, P.A.'s plan?

Additon, Pendleton & Witherspoon, P.A.'s plan reported $4.3M in assets and 5 participants for 2024.

Original filing (PDF)20250827121703NAL0005017907001

Additon, Pendleton & Witherspoon, P.A.

Name: Additon, Pendleton & Witherspoon, P.A. — Form 5500 (2024)
Creator: Additon, Pendleton & Witherspoon, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Additon, Pendleton & Witherspoon, P.A. held $4.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Melissa Pendleton signed Additon, Pendleton & Witherspoon, P.A.'s 2024 Form 5500 as plan administrator.

Melissa Pendleton — 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

Additon, Pendleton & Witherspoon, P.A.'s EIN is 56-2168011.

EIN 56-2168011

Plan number 001

Plan year 2024

ACK ID 20250827121703NAL0005017907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Additon, Pendleton & Witherspoon, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Additon, Pendleton & Witherspoon, P.A.'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 ADDITON, PENDLETON & WITHERSPOON, P.A..

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ADDITON, PENDLETON & WITHERSPOON, P.A.

EIN

all filings

Address

P. O. BOX 567 · MONROE, NC · 281110567

Phone

(704) 945-6716

Industry

Law Offices· Professional & Technical Services

Plan administrator