TUGGLE & ROYSTER EMPLOYEES 401K PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score
91
/ 100
Grade A
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
70
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TUGGLE & ROYSTER P A.
Plan sponsor
Name
TUGGLE & ROYSTER P A
EIN
20-0151333
Address
3011 SOUTH CHURCH STREET · BURLINGTON, NC · 272155154
Phone
(336) 524-0183
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
TUGGLE & ROYSTER P A
EIN
20-0151333
City
BURLINGTON, NC
Phone
(336) 524-0183
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
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.
