· 2022–2024 · DOL EFAST2

JEFFREY J. KARVANDI, PLLC — JEFFREY J. KARVANDI, PLLC 401(K) SAFE HARBOR PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250403141140NAL0006452467001

JEFFREY J. KARVANDI, PLLC

Form 5500-SF

FILING_RECEIVED

JEFFREY J. KARVANDI, PLLC 401(K) SAFE HARBOR PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

6

Plan assets (EOY)

$986K

Net assets (EOY)

$986K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY J. KARVANDI, PLLC.

Plan sponsor

Name

JEFFREY J. KARVANDI, PLLC

EIN

20-8069166

Address

705 W SUSSEX · MISSOULA, MT · 59801

Phone

(406) 728-4032

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-04-03

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

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