Original filing (PDF)20251015161144NAL0002611155001

Carey Omalley Whitaker Mueller Roberts & Smith, PA

Name: Carey Omalley Whitaker Mueller Roberts & Smith, PA — Form 5500 Plan 001 (2024)
Creator: Carey Omalley Whitaker Mueller Roberts & Smith, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carey O'MALLEY Whitaker Mueller Roberts & Smith 401(k) Plan

401(k) retirement plan · Carey Omalley Whitaker Mueller Roberts & Smith, PA's Carey O'MALLEY Whitaker Mueller Roberts & Smith 401(k) Plan held $2.8M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAREY OMALLEY WHITAKER MUELLER ROBERTS & SMITH, PA.

Plan sponsor

Name

CAREY OMALLEY WHITAKER MUELLER ROBERTS & SMITH, PA

EIN

59-2715273all filings

Address

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

Phone

(813) 250-0577

Industry

Law Offices· Professional & Technical Services

Plan administrator