How big is Warner, HOOD, Hardee & Stroud Wealth Advisors' plan?

Warner, HOOD, Hardee & Stroud Wealth Advisors' plan reported $4.0M in assets and 8 participants for 2024.

Original filing (PDF)20250522073051NAL0008175282001

Warner, HOOD, Hardee & Stroud Wealth Advisors

Name: Warner, HOOD, Hardee & Stroud Wealth Advisors — Form 5500 Plan 001 (2024)
Creator: Warner, HOOD, Hardee & Stroud Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WHHS 401(k) Plan

401(k) retirement plan · Warner, HOOD, Hardee & Stroud Wealth Advisors' WHHS 401(k) Plan held $4.0M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Warner, HOOD, Hardee & Stroud Wealth Advisors' EIN is 93-4379954.

EIN 93-4379954

Plan number 001

Plan year 2024

ACK ID 20250522073051NAL0008175282001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Warner, HOOD, Hardee & Stroud Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Warner, HOOD, Hardee & Stroud Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARNER, HOOD, HARDEE & STROUD WEALTH ADVISORS.

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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