How big is Tevebaugh Associates' plan?

Tevebaugh Associates' plan reported $2.4M in assets and 18 participants for 2024.

Original filing (PDF)20250918132803NAL0001886451001

Tevebaugh Associates

Name: Tevebaugh Associates — Tevebaugh Associates 401(k), Form 5500 (2024)
Creator: Tevebaugh Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tevebaugh Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Tevebaugh Associates' Tevebaugh Associates 401(k) Profit Sharing Plan held $2.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Tevebaugh Associates' EIN is 51-0301521.

EIN 51-0301521

Plan number 004

Plan year 2024

ACK ID 20250918132803NAL0001886451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tevebaugh Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Tevebaugh Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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