How big is Upshaw Williams Biggers Beckham & Riddick's plan?

Upshaw Williams Biggers Beckham & Riddick's plan reported $15.0M in assets and 18 participants for 2024.

Original filing (PDF)20251003122721NAL0002258304001

Upshaw Williams Biggers Beckham & Riddick

Name: Upshaw Williams Biggers Beckham & Riddick — Form 5500 Plan 001 (2024)
Creator: Upshaw Williams Biggers Beckham & Riddick
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upshaw Williams Biggers & Beckham Profit Sharing Plan

401(k) retirement plan · Upshaw Williams Biggers Beckham & Riddick's Upshaw Williams Biggers & Beckham Profit Sharing Plan held $15.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.0M

Net assets (EOY)

$15.0M

People on this filing

Martha Mullen signed Upshaw Williams Biggers Beckham & Riddick's 2024 Form 5500 as plan administrator.

Martha Mullen — 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

Upshaw Williams Biggers Beckham & Riddick's EIN is 64-0674990.

EIN 64-0674990

Plan number 001

Plan year 2024

ACK ID 20251003122721NAL0002258304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upshaw Williams Biggers Beckham & Riddick from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upshaw Williams Biggers Beckham & Riddick's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSHAW WILLIAMS BIGGERS BECKHAM & RIDDICK.

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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