· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DOUGLAS LEONARD & GARVEY PC — DOUGLAS LEONARD GARVEY P C 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250807122213NAL0010908018001
DOUGLAS LEONARD & GARVEY PC
Form 5500-SF
FILING_RECEIVED
DOUGLAS LEONARD GARVEY P C 401 K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
16
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DOUGLAS LEONARD & GARVEY PC
.
Find decision makers
Plan sponsor
Name
DOUGLAS LEONARD & GARVEY PC
EIN
02-0494285
Address
14 SOUTH STREET SUITE 5 · CONCORD, NH · 03301
Phone
(603) 224-1988
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
COLETTE K. MEYER, P.A.
COLETTE K. MEYER, P.A. CASH BALANCE PLAN
$3.1M · 3 participants
CHARLES S. ROSEMAN, ATTORNEY AT LAW
CHARLES S. ROSEMAN, ATTORNEY AT LAW PROFIT SHARING PLAN
$3.1M · 4 participants
KOLB CLARE & ARNOLD, PSC
KOLB CLARE & ARNOLD, PSC 401(K) PLAN
$3.1M · 10 participants
CINCINNATI BAR ASSOCIATION
CINCINNATI BAR ASSOCIATION 401(K) PLAN
$3.1M · 14 participants
MERRITT & GRINSTEAD, LLC
MERRITT & GRINSTEAD
$3.1M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BERMAN FLURY, APC
MASSIE BERMAN, APLC 401(K) PROFIT SHARING PLAN
$3.1M · 9 participants
Large plans in New Hampshire
DARTMOUTH HEALTH
DARTMOUTH HEALTH 403(B) PLAN
$1.7B · 14,331 participants
TRUSTEES OF DARTMOUTH COLLEGE
SUPPLEMENTAL RETIREMENT ACCOUNTS FOR ALL EMPLOYEES OF DARTMOUTH COLLEGE
$1.1B · 4,433 participants
DARTMOUTH HEALTH
DARTMOUTH-HITCHCOCK RETIREMENT PLAN
$1.1B · 9,655 participants
HYPERTHERM, INC.
HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN
$1.1B · 1,450 participants
DARTMOUTH-HITCHCOCK CLINIC
DARTMOUTH-HITCHCOCK EMPLOYEE INVESTMENT PLAN
$971.5M · 10,995 participants
TRUSTEES OF DARTMOUTH COLLEGE
401(A) DEF CONT RET PLAN FOR DARTMOUTH COLLEGE FACULTY/STAFF
$933.3M · 4,336 participants
