Original filing (PDF)20251010110200NAL0012382048003

S&W ACCOUNTANTS AND CONSULTANTS, PLLC

Name: S&W ACCOUNTANTS AND CONSULTANTS, PLLC — HAGEN, SHARP & CO., PLLC 401(K) PLAN, Form 5500 (2024)
Creator: S&W ACCOUNTANTS AND CONSULTANTS, PLLC

Form 5500-SF

FILING_RECEIVED

HAGEN, SHARP & CO., PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S&W ACCOUNTANTS AND CONSULTANTS, PLLC.

Plan sponsor

Name

S&W ACCOUNTANTS AND CONSULTANTS, PLLC

EIN

84-4211145all filings

Address

2000 E LAMAR BLVD SUITE 430 · ARLINGTON, TX · 76006

Phone

(817) 704-6400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator