Original filing (PDF)20250707132013NAL0003249745001

SOUTHWEST VIRGINIA LEGAL AID S

Name: SOUTHWEST VIRGINIA LEGAL AID S — 403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST VIRGINIA LEGAL AID SOCIETY, INC., Form 5500 (2024)
Creator: SOUTHWEST VIRGINIA LEGAL AID S

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWEST VIRGINIA LEGAL AID SOCIETY, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 SOUTHWEST VIRGINIA LEGAL AID S.

Plan sponsor

Name

SOUTHWEST VIRGINIA LEGAL AID S

EIN

54-0918255

Address

227 W CHERRY ST · MARION, VA · 243542535

Phone

(276) 783-8300

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-07

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

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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