How big is Edwards, Tipton, WITT Agency's plan?

Edwards, Tipton, WITT Agency's plan reported $3.1M in assets and 8 participants for 2024.

Original filing (PDF)20251113103942NAL0002065824001

Edwards, Tipton, WITT Agency

Name: Edwards, Tipton, WITT Agency — Edwards, Tipton, WITT, Form 5500 (2024)
Creator: Edwards, Tipton, WITT Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edwards, Tipton, WITT Agency 401(k) Plan

401(k) retirement plan · Edwards, Tipton, WITT Agency's Edwards, Tipton, WITT Agency 401(k) Plan held $3.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Tonya McDavid signed Edwards, Tipton, WITT Agency's 2024 Form 5500 as plan administrator.

Tonya McDavid — 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

Edwards, Tipton, WITT Agency's EIN is 62-0761053.

EIN 62-0761053

Plan number 001

Plan year 2024

ACK ID 20251113103942NAL0002065824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edwards, Tipton, WITT Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edwards, Tipton, WITT Agency's plan includes profit-sharing, 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 EDWARDS, TIPTON, WITT AGENCY.

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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