How big is Wetherholt and Associates, Inc.'s plan?

Wetherholt and Associates, Inc.'s plan reported $12.8M in assets and 11 participants for 2024.

Original filing (PDF)20250703172725NAL0000826993001

Wetherholt and Associates, Inc.

Name: Wetherholt and Associates, Inc. — Wetherholt and, Form 5500 (2024)
Creator: Wetherholt and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wetherholt and Associates, Inc. Profit Sharing Plan

401(k) retirement plan · Wetherholt and Associates, Inc.'s Wetherholt and Associates, Inc. Profit Sharing Plan held $12.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.8M

Net assets (EOY)

$12.7M

People on this filing

Donald Davis signed Wetherholt and Associates, Inc.'s 2024 Form 5500 as plan administrator.

Donald Davis — 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

Wetherholt and Associates, Inc.'s EIN is 91-1551420.

EIN 91-1551420

Plan number 002

Plan year 2024

ACK ID 20250703172725NAL0000826993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wetherholt and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wetherholt and Associates, Inc.'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 WETHERHOLT AND ASSOCIATES, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

WETHERHOLT AND ASSOCIATES, INC.

EIN

all filings

Address

11520 112TH PLACE NE · KIRKLAND, WA · 98033

Phone

(425) 822-8397

Industry

Engineering Services· Professional & Technical Services

Plan administrator