Original filing (PDF)20250908163657NAL0019472801001

WHITAKER CHALK SWINDLE SCHWARTZ PLLC

Name: WHITAKER CHALK SWINDLE SCHWARTZ PLLC — WHITAKER CHALK SWINDLE SCHWARTZ PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WHITAKER CHALK SWINDLE SCHWARTZ PLLC

Form 5500-SF

FILING_RECEIVED

WHITAKER CHALK SWINDLE SCHWARTZ PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITAKER CHALK SWINDLE SCHWARTZ PLLC.

Plan sponsor

Name

WHITAKER CHALK SWINDLE SCHWARTZ PLLC

EIN

90-0136868

Address

3500 CITY CENTER TOWER · 301 COMMERCE STREET · FORT WORTH, TX · 761024186

Phone

(817) 992-3788

Industry

Law Offices· Professional & Technical Servicessee 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

2025-09-08

Pension benefit codes

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

2A · Age/service weighted or new comparability

2J · 401(k) feature

2G · Total participant-directed accounts

2S · Automatic enrollment

2E · Profit-sharing

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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