How big is Way, Ray, Shelton & Co., PC's plan?

Way, Ray, Shelton & Co., PC's plan reported $19.8M in assets and 24 participants for 2024.

Original filing (PDF)20251006153313NAL0002014643004

Way, Ray, Shelton & Co., PC

Name: Way, Ray, Shelton & Co., PC — Way, Ray, Shelton &, Form 5500 (2024)
Creator: Way, Ray, Shelton & Co., PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Way, Ray, Shelton & Co., PC Profit Sharing Plan

401(k) retirement plan · Way, Ray, Shelton & Co., PC's Way, Ray, Shelton & Co., PC Profit Sharing Plan held $19.8M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19.8M

Net assets (EOY)

$19.8M

People on this filing

Cindy Savage signed Way, Ray, Shelton & Co., PC's 2024 Form 5500 as plan administrator.

Cindy Savage — 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

Way, Ray, Shelton & Co., PC's EIN is 63-0962807.

EIN 63-0962807

Plan number 001

Plan year 2024

ACK ID 20251006153313NAL0002014643004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Way, Ray, Shelton & Co., PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Way, Ray, Shelton & Co., PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAY, RAY, SHELTON & CO., PC.

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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