· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VARNER & GOUNDRY PC — VARNER & GOUNDRY PC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709100251NAL0002745139001
VARNER & GOUNDRY PC
Form 5500-SF
FILING_RECEIVED
VARNER & GOUNDRY PC 401K PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
12
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VARNER & GOUNDRY PC
.
Find decision makers
Plan sponsor
Name
VARNER & GOUNDRY PC
EIN
52-2004677
Address
121 E PATRICK ST · FREDERICK, MD · 217015677
Phone
(301) 631-1800
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-09
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
PECK & TUNESKI, P.C. COMPARABILITY 401(K) PROFIT
PECK & TUNESKI, P.C. COMPARABILITY 401(K) PROFIT SHARING PLAN AND TRUST
$3.4M · 10 participants
GREEN & GROSS PC
GREEN & GROSS PC 401(K) PROFIT SHARING PLAN
$3.4M · 9 participants
EVANCHAN & PALMISANO, LLC
EVANCHAN & PALMISANO 401(K) PROFIT SHARING PLAN
$3.4M · 3 participants
GIBBS HEINLE MAIONA LLP
GIBBS HEINLE MAIONA LLP 401(K) RETIREMENT PLAN
$3.4M · 12 participants
SUDEKUM, CASSIDY & SHULRUFF, CHARTERED
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
SUDEKUM, CASSIDY & SHULRUFF, CHTD. PROFIT SHARING PLAN
$3.4M · 15 participants
ASHER, GITTLER & D'ALBA, LTD.
ASHER, GITTLER & D'ALBA, LTD. PENSION PLAN
$3.4M · 6 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B
