Original filing (PDF)20251015184132NAL0007188032001

WILDER PANTAZIS, PLLC

Name: WILDER PANTAZIS, PLLC — WILDER PANTAZIS, PLLC RETIREMENT TRUST, Form 5500 (2024)
Creator: WILDER PANTAZIS, PLLC

Form 5500-SF

FILING_RECEIVED

WILDER PANTAZIS, PLLC RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 WILDER PANTAZIS, PLLC.

Plan sponsor

Name

WILDER PANTAZIS, PLLC

EIN

83-2727097

Address

3501 MONROE ROAD · CHARLOTTE, NC · 28205

Phone

(704) 342-2243

Industry

Law 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KAPLIN, STEWART, MELOFF, REITER & STEIN, P.C.

KAPLIN, STEWART, MELOFF, REITER & STEIN, P.C. CASH BALANCE PLAN

$3.1M · 31 participants

BLANTON, NICKELL, COLLINS, DOUGL

THE BLANTON LAW FIRM PROFIT SHARING PLAN

$3.1M · 19 participants

HART POWELL, S.C.

HART POWELL, S.C. RETIREMENT PLAN

$3.1M · 8 participants

WOODNICK LAW, PLLC

WOODNICK LAW, PLLC 401(K) PLAN

$3.1M · 12 participants

BAKKE, GRINOLDS, WIEDERHOLT

BAKKE, GRINOLDS, WIEDERHOLT 401(K) PLAN