Original filing (PDF)20251008131950NAL0005900833001

WAFFORD FINANCIAL, LLC

Name: WAFFORD FINANCIAL, LLC — WAFFORD FINANCIAL, LLC CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: WAFFORD FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

WAFFORD FINANCIAL, LLC CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$971K

Net assets (EOY)

$971K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAFFORD FINANCIAL, LLC.

Plan sponsor

Name

WAFFORD FINANCIAL, LLC

EIN

93-4923293

Address

382 COUNTY ROAD NW 1010 · MOUNT VERNON, TX · 75457

Phone

(903) 588-4295

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

WISCONSIN INTERNATIONAL SERVICES LOGISTICS, INC.

WIS LOGISTICS 401(K) PLAN

$971K · 14 participants

FUNDIS COMPANY INC

FUNDIS COMPANY NCT 401K PROFIT SHARING PLAN

$971K · 33 participants

REN POTTERFIELD TRUCKING, INC.

REN POTTERFIELD TRUCKING, INC. 401(K) PLAN

$970K · 30 participants

RAMAR MOVING SYSTEMS, INC.

RAMAR MOVING SYSTEMS, INC. 401(K) PLAN

$968K · 42 participants

ARSENBERGER TRUCKING CO

ARSENBERGER TRUCKING CO 401(K) PROFIT SHARING PLAN & TRUST