Original filing (PDF)20251009171028NAL0016154130001

TICHENOR & ASSOCIATES, LLP

Name: TICHENOR & ASSOCIATES, LLP — TICHENOR & ASSOCIATES, LLP 401(K) PLAN, Form 5500 (2024)
Creator: TICHENOR & ASSOCIATES, LLP

Form 5500-SF

FILING_RECEIVED

TICHENOR & ASSOCIATES, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

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 TICHENOR & ASSOCIATES, LLP.

Plan sponsor

Name

TICHENOR & ASSOCIATES, LLP

EIN

61-1019321

Address

1700 EASTPOINT PARKWAY, SUITE 270 · LOUISVILLE, KY · 40223

Phone

(502) 245-0775

Industry

CPA 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

2025-10-09

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

AB FINWRIGHT LLP

$83K · 4 participants

NORTHWEST CPA SOLUTIONS, LLC

NORTHWEST CPA SOLUTIONS, LLC 401(K) P/S PLAN

$83K · 3 participants

ISLAND ACCOUNTING AND DATA PROCESSING INC

ISLAND ACCOUNTING AND DATA PROCESSING INC. RETIREMENT PLAN

$83K · 3 participants

ALTMAN & COMPANY, PLC

A & C 401(K) PLAN

$84K · 6 participants

GEORGE R. BAXENDALE, CPA, INC.

GEORGE R. BAXENDALE, CPA, INC. 401(K) PLAN

$84K · 5 participants