· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DUVALLWHEELER LLP — DUVALLWHEELER LLP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250414162535NAL0003968146001
DUVALLWHEELER LLP
Form 5500-SF
FILING_RECEIVED
DUVALLWHEELER LLP 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
17
Accounts w/ balance
23
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
DUVALLWHEELER LLP
.
Find decision makers
Plan sponsor
Name
DUVALLWHEELER LLP
EIN
30-0334680
Address
9430 FORESTWOOD LN STE 203 · MANASSAS, VA · 201104755
Phone
(703) 392-9292
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
GSC CERTIFIED PUBLIC ACCOUNTANTS, INC
GSC, CERTIFIED PUBLIC ACCOUNTANTS 401(K) PLAN
$2.1M · 3 participants
JEFFERSON HARMON & ASSOCIATES, PC
JEFFERSON HARMON & ASSOCIATES, PC 401(K) PLAN
$2.1M · 8 participants
IVOR WALLIS ACCOUNTANCY CORPORATION
IVOR WALLIS ACCOUNTANCY CORPORATION PROFIT SHARING PLAN
$2.1M · 4 participants
MANTON CPA ACCOUNTANCY CORPORATION
MANTON CPA ACCOUNTANCY CORP DEFINED BENEFIT PENSION PLAN
$2.1M · 2 participants
FREY & WAGNER, CPA'S, 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.
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.
FREY & WAGNER 401(K) PLAN
$2.1M · 8 participants
OREGON SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
OSCPAS EMPLOYEES' 401(K) CASH OR DEFERRED SAVINGS PLAN
$2.1M · 11 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
