How big is Mehaffy & Weber, P.C.'s plan?

Mehaffy & Weber, P.C.'s plan reported $39.4M in assets and 113 participants for 2024.

Original filing (PDF)20250731090847NAL0012720146001

Mehaffy & Weber, P.C.

Name: Mehaffy & Weber, P.C. — Mehaffy & Weber, P.C. 401(k), Form 5500 (2024)
Creator: Mehaffy & Weber, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mehaffy & Weber, P.C. 401(k) Plan

401(k) retirement plan · Mehaffy & Weber, P.C.'s Mehaffy & Weber, P.C. 401(k) Plan held $39.4M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

132

Plan assets (EOY)

$39.4M

Net assets (EOY)

$39.4M

People on this filing

LISA Bussell signed Mehaffy & Weber, P.C.'s 2024 Form 5500 as plan administrator.

LISA Bussell — 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

Mehaffy & Weber, P.C.'s EIN is 74-1727620.

EIN 74-1727620

Plan number 002

Plan year 2024

ACK ID 20250731090847NAL0012720146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mehaffy & Weber, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mehaffy & Weber, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEHAFFY & WEBER, P.C..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off