· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAGGETT SHULER KOONTZ NAUMAN & BELL, PLLC — DAGGETT SHULER KOONTZ NAUMAN & BELL, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250703101128NAL0000627841001
DAGGETT SHULER KOONTZ NAUMAN & BELL, PLLC
Form 5500-SF
FILING_RECEIVED
DAGGETT SHULER KOONTZ NAUMAN & BELL, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
45
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
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
DAGGETT SHULER KOONTZ NAUMAN & BELL, PLLC
.
Find decision makers
Plan sponsor
Name
DAGGETT SHULER KOONTZ NAUMAN & BELL, PLLC
EIN
27-1506874
Address
2140 COUNTRY CLUB ROAD · WINSTON SALEM, NC · 27104
Phone
(336) 724-1234
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LEVINSON ARSHONSKY KURTZ & KOMSKY, LLP
LEVINSON ARSHONSKY KURTZ & KOMSKY PROFIT SHARING 401K PLAN
$12.0M · 20 participants
KEATING AND ASSOCIATES, PC. T/A KEA
KEATING AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$12.0M · 15 participants
ZARIN & STEINMETZ
ZARIN & STEINMETZ PROFIT SHARING PLAN
$12.0M · 21 participants
BAIRD MANDALAS BROCKSTEDT & FEDERICO, LLC
BAIRD MANDALAS BROCKSTEDT & FEDERICO, LLC 401(K) PROFIT SHARING PLAN
$12.0M · 50 participants
LYNCH, CHAPPELL ALSUP, PC
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LYNCH, CHAPPELL ALSUP, PC 401K PROFIT SHARING PLAN
$12.0M · 46 participants
SACKS GLAZIER FRANKLIN LODISE
SACKS GLAZIER FRANKLIN & LODISE PROFIT SHARING 401(K) PLAN
$12.0M · 12 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
