How big is Stafford & Westervelt Chartered's plan?

Stafford & Westervelt Chartered's plan reported $3.4M in assets and 16 participants for 2024.

Original filing (PDF)20251007141817NAL0002738387003

Stafford & Westervelt Chartered

Name: Stafford & Westervelt Chartered — Stafford &, Form 5500 (2024)
Creator: Stafford & Westervelt Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stafford & Westervelt Chartered 401(k) Plan

401(k) retirement plan · Stafford & Westervelt Chartered's Stafford & Westervelt Chartered 401(k) Plan held $3.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Stafford & Westervelt Chartered's EIN is 48-0863477.

EIN 48-0863477

Plan number 001

Plan year 2024

ACK ID 20251007141817NAL0002738387003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stafford & Westervelt Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stafford & Westervelt Chartered's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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