Original filing (PDF)20250521131849NAL0006722578001

LITTLE & ASSOCIATES WEALTH MANAGEMENT LLC

Name: LITTLE & ASSOCIATES WEALTH MANAGEMENT LLC — LITTLE & ASSOCIATES WEALTH MANAGEMENT 401K PLAN, Form 5500 (2024)
Creator: LITTLE & ASSOCIATES WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

LITTLE & ASSOCIATES WEALTH MANAGEMENT 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LITTLE & ASSOCIATES WEALTH MANAGEMENT LLC.

Plan sponsor

Name

LITTLE & ASSOCIATES WEALTH MANAGEMENT LLC

EIN

83-2886261all filings

Address

5209 HERITAGE AVE., SUITE 500 · COLLEYVILLE, TX · 76034

Phone

(817) 494-9000

Industry

Professional & Technical Servicessee all

Plan administrator