How big is Wimberly Lawson Wright Daves Jones, PLLC's plan?

Wimberly Lawson Wright Daves Jones, PLLC's plan reported $7.4M in assets and 21 participants for 2024.

Original filing (PDF)20250730140346NAL0001983267001

Wimberly Lawson Wright Daves Jones, PLLC

Name: Wimberly Lawson Wright Daves Jones, PLLC — Form 5500 Plan 001 (2024)
Creator: Wimberly Lawson Wright Daves Jones, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Employee Benefit Plan of Wimberly Lawson Wright Daves & Jones, PLLC

401(k) retirement plan · Wimberly Lawson Wright Daves Jones, PLLC's Employee Benefit Plan of Wimberly Lawson Wright Daves & Jones, PLLC held $7.4M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Jerome PINN signed Wimberly Lawson Wright Daves Jones, PLLC's 2024 Form 5500 as plan administrator.

Jerome PINN — 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

Wimberly Lawson Wright Daves Jones, PLLC's EIN is 62-1684580.

EIN 62-1684580

Plan number 001

Plan year 2024

ACK ID 20250730140346NAL0001983267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wimberly Lawson Wright Daves Jones, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wimberly Lawson Wright Daves Jones, PLLC's plan includes 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 WIMBERLY LAWSON WRIGHT DAVES JONES, PLLC.

Finding similar companies…

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

WIMBERLY LAWSON WRIGHT DAVES JONES, PLLC

EIN

all filings

Address

550 W MAIN ST STE 900 · KNOXVILLE, TN · 379022552

Phone

(865) 546-1000

Industry

Professional & Technical Services

Plan administrator