Original filing (PDF)20250620094651NAL0002266611001

STEVENS MARTIN VAUGHN & TADYCH

Name: STEVENS MARTIN VAUGHN & TADYCH — STEVENS MARTIN VAUGHN & TADYCH 401(K) PLAN, Form 5500 (2024)
Creator: STEVENS MARTIN VAUGHN & TADYCH

Form 5500-SF

FILING_RECEIVED

STEVENS MARTIN VAUGHN & TADYCH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVENS MARTIN VAUGHN & TADYCH.

Plan sponsor

Name

STEVENS MARTIN VAUGHN & TADYCH

EIN

27-2931486

Address

6300 CREEDMOOR RD · STE 170-370 · RALEIGH, NC · 27612

Phone

(919) 582-2300

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

2025-06-20

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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