Original filing (PDF)20251010123715NAL0008164817001

PANDAK & TAVES, PLLC

Name: PANDAK & TAVES, PLLC — PANDAK & TAVES, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: PANDAK & TAVES, PLLC

Form 5500-SF

FILING_RECEIVED

PANDAK & TAVES, PLLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score

/ 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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PANDAK & TAVES, PLLC.

Plan sponsor

Name

PANDAK & TAVES, PLLC

EIN

20-5369377

Address

4004 GENESEE PLACE, SUITE 201 · WOODBRIDGE, VA · 22192

Phone

(703) 680-5543

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

3B · Covers self-employed individuals

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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