How big is Sutherland & BELK, PLC's plan?

Sutherland & BELK, PLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250519134436NAL0001143696001

Sutherland & BELK, PLC

Name: Sutherland & BELK, PLC — Sutherland & BELK, PLC, Form 5500 (2024)
Creator: Sutherland & BELK, PLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sutherland & BELK, PLC 401(k) Plan

401(k) retirement plan · Sutherland & BELK, PLC's Sutherland & BELK, PLC 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Larry Russell BELK, Jr. signed Sutherland & BELK, PLC's 2024 Form 5500 as plan administrator.

Larry Russell BELK, Jr. — 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

Sutherland & BELK, PLC's EIN is 46-5650041.

EIN 46-5650041

Plan number 001

Plan year 2024

ACK ID 20250519134436NAL0001143696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sutherland & BELK, PLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sutherland & BELK, PLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SUTHERLAND & BELK, PLC

EIN

all filings

Address

2323 21ST AVENUE SOUTH · SUITE 201 · NASHVILLE, TN · 37212

Phone

(615) 846-6200

Industry

Law Offices· Professional & Technical Services

Plan administrator