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WHITE BEAR ANKELE TANAKA & WALDRON P.C. — WBA 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260226073238NAL0005930816001
WHITE BEAR ANKELE TANAKA & WALDRON P.C.
Form 5500-SF
FILING_RECEIVED
WBA 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.3 mo
Active participants
31
Accounts w/ balance
42
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
Plan health score (directional)
85
/ 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
87
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
WHITE BEAR ANKELE TANAKA & WALDRON P.C.
.
Find decision makers
Plan sponsor
Name
WHITE BEAR ANKELE TANAKA & WALDRON P.C.
EIN
84-1421318
Address
2154 E. COMMONS AVENUE SUITE 2000 · CENTENNIAL, CO · 80122
Phone
(303) 858-1800
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
2026-02-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
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Knocking points off
Filed 3.3 months past the 10.5-month grace window.
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.
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Trustee / custodian
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Trustee phone
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