Original filing (PDF)20250703085031NAL0000794928001

JENNINGS, HAWLEY & CO., P.C.

Name: JENNINGS, HAWLEY & CO., P.C. — JENNINGS, HAWLEY & CO., P.C. 401(K) PLAN, Form 5500 (2024)
Creator: JENNINGS, HAWLEY & CO., P.C.

Form 5500-SF

FILING_RECEIVED

JENNINGS, HAWLEY & CO., P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JENNINGS, HAWLEY & CO., P.C..

Plan sponsor

Name

JENNINGS, HAWLEY & CO., P.C.

EIN

74-2442139

Address

500 NORTH SHORELINE, SUITE 1010 · CORPUS CHRISTI, TX · 78401

Phone

(361) 884-8894

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

2025-07-03

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

ACCOUNT SENSE PLLC

ACCOUNT SENSE PLLC 401(K) PLAN

$1.1M · 11 participants

JANUS & CURRAN PLLC

JANUS & CURRAN PLLC 401(K) PROFIT SHARING PLAN

$1.1M · 4 participants

E&P ACCOUNTING, LLC

E&P ACCOUNTING, LLC 401(K) PLAN

$1.1M · 4 participants

LAMB & MEYER, APC

LAMB & MEYER, APC 401(K) SAVINGS PLAN

$1.1M · 5 participants

CAMPBELL, SHAFFER & CO P.C.

CAMPBELL, SHAFFER & COMPANY, P.C. 401(K) PLAN

$1.1M · 13 participants