How big is Worden Thane P.C.'s plan?

Worden Thane P.C.'s plan reported $5.9M in assets and 38 participants for 2024.

Original filing (PDF)20250430080050NAL0001093299001

Worden Thane P.C.

Name: Worden Thane P.C. — Worden Thane & Haines P.C., Form 5500 (2024)
Creator: Worden Thane P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Worden Thane & Haines P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Worden Thane P.C.'s Worden Thane & Haines P.C. 401(k) Profit Sharing Plan held $5.9M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Worden Thane P.C.'s EIN is 81-0379804.

EIN 81-0379804

Plan number 002

Plan year 2024

ACK ID 20250430080050NAL0001093299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Worden Thane P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Worden Thane P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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