Original filing (PDF)20251015161144NAL0002611155001

CAREY OMALLEY WHITAKER MUELLER ROBERTS & SMITH, PA

Name: CAREY OMALLEY WHITAKER MUELLER ROBERTS & SMITH, PA — CAREY O'MALLEY WHITAKER MUELLER ROBERTS & SMITH 401(K) PLAN, Form 5500 (2024)
Creator: CAREY OMALLEY WHITAKER MUELLER ROBERTS & SMITH, PA

Form 5500-SF

FILING_RECEIVED

CAREY O'MALLEY WHITAKER MUELLER ROBERTS & SMITH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 CAREY OMALLEY WHITAKER MUELLER ROBERTS & SMITH, PA.

Plan sponsor

Name

CAREY OMALLEY WHITAKER MUELLER ROBERTS & SMITH, PA

EIN

59-2715273

Address

712 SOUTH OREGON AVENUE, SUITE 100 · TAMPA, FL · 33606

Phone

(813) 250-0577

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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