How big is Duvallwheeler LLP's plan?

Duvallwheeler LLP's plan reported $2.7M in assets and 18 participants for 2025.

Original filing (PDF)20260413120820NAL0010362451001

Duvallwheeler LLP

Name: Duvallwheeler LLP — Duvallwheeler LLP 401(k) Profit, Form 5500 (2025)
Creator: Duvallwheeler LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Duvallwheeler LLP 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Duvallwheeler LLP's Duvallwheeler LLP 401(k) Profit Sharing Plan & Trust held $2.7M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Laurie E Kessler signed Duvallwheeler LLP's 2025 Form 5500 as plan administrator.

Laurie E Kessler — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Duvallwheeler LLP's EIN is 30-0334680.

EIN 30-0334680

Plan number 001

Plan year 2025

ACK ID 20260413120820NAL0010362451001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Duvallwheeler LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Duvallwheeler LLP's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DUVALLWHEELER LLP.

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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

Vendor & structure

100

Helping the score