Original filing (PDF)20231009100915NAL0026413761001

WILSON, TINDALL AND ASSOCIATES, INC.

Name: WILSON, TINDALL AND ASSOCIATES, INC. — WILSON, TINDALL AND ASSOCIATES SAFE HARBOR 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: WILSON, TINDALL AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

WILSON, TINDALL AND ASSOCIATES SAFE HARBOR 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILSON, TINDALL AND ASSOCIATES, INC..

Plan sponsor

Name

WILSON, TINDALL AND ASSOCIATES, INC.

EIN

74-2917638

Address

6001 W PARMER LANE · SUITE 330 · AUSTIN, TX · 78727

Phone

(512) 372-8700

Industry

Real Estatesee all

Plan administrator