Original filing (PDF)20250305082825NAL0013449424001

WATKINS UIBERALL, PLLC

Name: WATKINS UIBERALL, PLLC — WATKINS UIBERALL, PLLC RETIREMENT PLAN, Form 5500 (2024)
Creator: WATKINS UIBERALL, PLLC

Form 5500-SF

FILING_RECEIVED

WATKINS UIBERALL, PLLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

112

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

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 UIBERALL, PLLC.

Plan sponsor

Name

WATKINS UIBERALL, PLLC

EIN

62-1804252

Address

1661 AARON BRENNER DRIVE, SUITE 300 · MEMPHIS, TN · 38120

Phone

(901) 761-2720

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

2025-03-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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