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DEVER & FELDSTEIN, LLC — DEVER & FELDSTEIN, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260115113005NAL0023223906001
DEVER & FELDSTEIN, LLC
Form 5500-SF
FILING_RECEIVED
DEVER & FELDSTEIN, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
Plan health score (directional)
86
/ 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
92
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
DEVER & FELDSTEIN, LLC
.
Find decision makers
Plan sponsor
Name
DEVER & FELDSTEIN, LLC
EIN
52-2176197
Address
11 SAGEWOOD COURT · SPARKS, MD · 21152
Phone
(410) 825-0100
Industry
All Other Professional Services
· 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
2026-01-15
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
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 2.0 months past the 10.5-month grace window.
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.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
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Trustee phone
—
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