How big is William Cole Waggener, PLLC's plan?

William Cole Waggener, PLLC's plan reported $427K in assets and 7 participants for 2024.

Original filing (PDF)20251010113337NAL0008067329001

William Cole Waggener, PLLC

Name: William Cole Waggener, PLLC — William Cole Waggener, Form 5500 (2024)
Creator: William Cole Waggener, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Cole Waggener, PLLC 401(k) Plan

401(k) retirement plan · William Cole Waggener, PLLC's William Cole Waggener, PLLC 401(k) Plan held $427K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

People on this filing

Richard Tatum signed William Cole Waggener, PLLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

William Cole Waggener, PLLC's EIN is 87-4098350.

EIN 87-4098350

Plan number 001

Plan year 2024

ACK ID 20251010113337NAL0008067329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Cole Waggener, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Cole Waggener, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM COLE WAGGENER, PLLC.

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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