· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WELBORN SULLIVAN MECK & TOOLEY P.C. — WSM&T 401K PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724084100NAL0004405121001
WELBORN SULLIVAN MECK & TOOLEY P.C.
Form 5500-SF
FILING_RECEIVED
WSM&T 401K PLAN AND TRUST
401(k) retirement plan
Active participants
47
Accounts w/ balance
59
Plan assets (EOY)
$15.3M
Net assets (EOY)
$15.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WELBORN SULLIVAN MECK & TOOLEY P.C.
.
Find decision makers
Plan sponsor
Name
WELBORN SULLIVAN MECK & TOOLEY P.C.
EIN
84-1234794
Address
1401 LAWRENCE STREET · SUITE 1800 · DENVER, CO · 80202
Phone
(303) 830-2500
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-24
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WITHERS BERGMAN LLP
WITHERS BERGMAN LLP ASSOCIATE AND COUNSEL SECTION 401(K) PROFIT SHARING PLAN
$15.3M · 100 participants
KLINEDINST PC
KLINEDINST PC 401K PLAN I
$15.2M · 93 participants
POMERANTZ LLP
POMERANTZ LLP 401(K) PROFIT SHARING PLAN
$15.2M · 67 participants
DORSEY & WHITNEY LLP
DORSEY & WHITNEY LLP SUPPLEMENTAL PENSION PLAN
$15.2M · 35 participants
LEGAL AID AT WORK
LEGAL AID AT WORK RETIREMENT PLAN
$15.2M · 52 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HOLMSTROMKENNEDYPC
HOLMSTROMKENNEDYPC PROFIT SHARING 401(K) PLAN
$15.3M · 15 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
