How big is Wilcox & Averitt, PLC's plan?

Wilcox & Averitt, PLC's plan reported $3.8M in assets and 5 participants for 2024.

Original filing (PDF)20251008141942NAL0009947536001

Wilcox & Averitt, PLC

Name: Wilcox & Averitt, PLC — Wilcox & Averitt, PLC Profit, Form 5500 (2024)
Creator: Wilcox & Averitt, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wilcox & Averitt, PLC Profit Sharing Plan

401(k) retirement plan · Wilcox & Averitt, PLC's Wilcox & Averitt, PLC Profit Sharing Plan held $3.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Tony Wilcox signed Wilcox & Averitt, PLC's 2024 Form 5500 as plan administrator.

Tony Wilcox — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wilcox & Averitt, PLC's EIN is 86-3353875.

EIN 86-3353875

Plan number 001

Plan year 2024

ACK ID 20251008141942NAL0009947536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wilcox & Averitt, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wilcox & Averitt, PLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILCOX & AVERITT, PLC.

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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