Original filing (PDF)20251013100143NAL0000452339001

WATKINS & MCNEILLY, PLLC

Name: WATKINS & MCNEILLY, PLLC — WATKINS & MCNEILLY, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WATKINS & MCNEILLY, PLLC

Form 5500-SF

FILING_RECEIVED

WATKINS & MCNEILLY, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 WATKINS & MCNEILLY, PLLC.

Plan sponsor

Name

WATKINS & MCNEILLY, PLLC

EIN

62-0519754

Address

214 SECOND AVENUE NORTH, SUITE 300 · NASHVILLE, TN · 37201

Phone

(615) 255-2191

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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