Original filing (PDF)20250930080025NAL0016175235001

STEPHEN MATTHEWS

Name: STEPHEN MATTHEWS — HAVERSTOCK GARRETT & ROBERTS PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: STEPHEN MATTHEWS

Form 5500-SF

FILING_RECEIVED

HAVERSTOCK GARRETT & ROBERTS PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

STEPHEN MATTHEWS

EIN

43-1154886

Address

514 EARTH CITY PLZ STE 131 · EARTH CITY, MO · 630451303

Phone

—

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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