Original filing (PDF)20250522154508NAL0008863522001

HUDDLES, JONES, SORTEBERG & CAMPBELL P.C.

Name: HUDDLES, JONES, SORTEBERG & CAMPBELL P.C. — HUDDLES & JONES, P.C. 401(K)/ PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HUDDLES, JONES, SORTEBERG & CAMPBELL P.C.

Form 5500-SF

FILING_RECEIVED

HUDDLES & JONES, P.C. 401(K)/ PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDDLES, JONES, SORTEBERG & CAMPBELL P.C..

Plan sponsor

Name

HUDDLES, JONES, SORTEBERG & CAMPBELL P.C.

EIN

52-1903295

Address

10211 WINCOPIN CIRCLE · SUITE 200 · COLUMBIA, MD · 21044

Phone

(410) 720-0072

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

TEFRA, INC.

EIN

52-1328716

City

ANNAPOLIS, MD

Phone

(410) 263-7644

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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 providers

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