Back to filter
Original filing (PDF)20250910092721NAL0035287920001
TOLBERT BEADLE LLC
Form 5500-SF
FILING_RECEIVED
TOLBERT BEADLE 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
19
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TOLBERT BEADLE LLC.
Plan sponsor
Name
TOLBERT BEADLE LLC
EIN
43-1892092
Address
3010 E BATTLEFIELD STREET · SPRINGFIELD, MO · 658044018
Phone
(417) 887-3010
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
2025-09-10
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
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
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.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
SHARP MCQUEEN, P.A.
SHARP MCQUEEN, P.A. PROFIT SHARING 401(K) PLAN
$2.0M · 5 participants
HUNT ORTMANN PALFFY NIEVES DARLING & MAH, INC.
HUNT ORTMANN ASSOCIATE'S 401(K) PLAN
$2.0M · 12 participants
VALERIE A. WIECZOREK ESQ., P.C.
VALERIE A. WIECZOREK, ESQ., P.C. 401(K) PROFIT SHARING PLAN
$2.0M · 1 participants
SISSELMAN & SCHWARTZ L L P
SISSELMAN & SCHWARTZ L L P 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 6 participants
VAUGHAN, DALE, HUNTER AND BEAUDETTE P.C.
VAUGHAN, DALE & HUNTER, P.C. 401(K) PLAN
$2.0M · 10 participants
SNOW, CARPIO & WEEKLEY, PLC
SNOW, CARPIO & WEEKLEY, PLC 401(K) PLAN
$2.0M · 36 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B