How big is Baker & Whitt, PLLC's plan?

Baker & Whitt, PLLC's plan reported $5.8M in assets and 6 participants for 2024.

Original filing (PDF)20251008083221NAL0002857379001

Baker & Whitt, PLLC

Name: Baker & Whitt, PLLC — Baker & Whitt, PLLC 401(k), Form 5500 (2024)
Creator: Baker & Whitt, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baker & Whitt, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Baker & Whitt, PLLC's Baker & Whitt, PLLC 401(k) Profit Sharing Plan held $5.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

People on this filing

Deborah Whitt signed Baker & Whitt, PLLC's 2024 Form 5500 as plan administrator.

Deborah Whitt — 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

Baker & Whitt, PLLC's EIN is 62-1770958.

EIN 62-1770958

Plan number 001

Plan year 2024

ACK ID 20251008083221NAL0002857379001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baker & Whitt, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baker & Whitt, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BAKER & WHITT, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

BAKER & WHITT, PLLC

EIN

all filings

Address

6800 POPLAR AVENUE, SUITE 205 · MEMPHIS, TN · 38138

Phone

(901) 737-5656

Industry

Law Offices· Professional & Technical Services

Plan administrator