OWEN, WICKERSHAM & ERICKSON, A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
OWEN, WICKERSHAM & ERICKSON, APC EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
7
Accounts w/ balance
15
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
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
96
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OWEN, WICKERSHAM & ERICKSON, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
OWEN, WICKERSHAM & ERICKSON, A PROFESSIONAL CORPORATION
EIN
94-2539266
Address
2300 CLAYTON ROAD SUITE 1400 · CONCORD, CA · 94520
Phone
(415) 882-3200
Industry
Law Offices· Professional & Technical Servicessee all
