· 2022–2024 · DOL EFAST2

WILL Ferguson & Associates Inc. — WILL Ferguson &, Form 5500 (2025)

Original filing (PDF)20260722110925NAL0012096977001

WILL Ferguson & Associates Inc.

Form 5500-SF

FILING_RECEIVED

WILL Ferguson & Associates Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · WILL Ferguson & Associates Inc.'s WILL Ferguson & Associates Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 12 participants in 2025.

Active participants

12

Accounts w/ balance

12

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

67

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 WILL FERGUSON & ASSOCIATES INC.

Plan sponsor

Name

WILL FERGUSON & ASSOCIATES INC

EIN

85-0310950all filings

Address

1720 LOUISIANA BLVD STE 100 · ALBUQUERQUE, NM · 87110

Phone

(505) 243-5566

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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