Original filing (PDF)20250930080044NAL0005378931001

STEPHEN MATTHEWS

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

Form 5500-SF

FILING_RECEIVED

HAVERSTOCK GARRETT & ROBERTS MONEY PURCHASE PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

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.

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

43-1154886all filings

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2C · Money purchase (other than target benefit)

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

Related plans

Similar-size Law Offices plans

ROBERT G. PAHLKE, P.C., L.L.O.

ROBERT G. PAHLKE LAW GROUP RETIREMENT PLAN

$43K · 5 participants

LAW OFFICE OF MIGUEL A-LOPEZ

$43K · 1 participants

CRAIG LAW FIRM, P.L.L.C.

CRAIG LAW FIRM 401(K) PLAN

$43K · 4 participants

NEW JERSEY CRIME VICTIMS LAW CEN

NEW JERSEY CRIME VICTIMS LAW CENTER 401K

$43K · 4 participants

RM LAW GROUP APC

$43K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.