Back to filter
Original filing (PDF)20250806203520NAL0003158515001
BAILEY, STULTZ, OLDAKER & GREENE, PLLC
Form 5500-SF
FILING_RECEIVED
BAILEY, STULTZ, OLDAKER & GREENE, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BAILEY, STULTZ, OLDAKER & GREENE, PLLC.
Plan sponsor
Name
BAILEY, STULTZ, OLDAKER & GREENE, PLLC
EIN
55-0628917
Address
122 COURT STREET · WESTON, WV · 26452
Phone
(304) 269-1311
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
2025-08-06
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)
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 providersRelated plans
Similar-size Law Offices plans
FABRICANT LLP
FABRICANT LLP CASH BALANCE PENSION PLAN
$2.6M · 5 participants
MALAMUT & ASSOCIATES LLC
MALAMUT & ASSOCIATES LLC 401K PROFIT SHARING PLAN
$2.6M · 41 participants
EINBINDER & DUNN LLP
EINBINDER & DUNN LLP 401(K) PROFIT SHARING PLAN
$2.6M · 7 participants
KLUEVER LAW GROUP, LLC
KLUEVER LAW GROUP, LLC 401(K) PROFIT SHARING PLAN
$2.6M · 35 participants
HECKER FINK LLP
HECKER FINK LLP ATTORNEY 401(K) PLAN
$2.6M · 37 participants
STILES BYRUM & HORNE, L.L.P.
STILES, BYRUM & HORNE, L. L. P. 401(K) PROFIT SHARING PLAN
$2.6M · 10 participants
Large plans in West Virginia
WVU HEALTH SYSTEM
WEST VIRGINIA UNIVERSITY HEALTH SYSTEM 403(B) RETIREMENT SAVINGS PLAN
$1.8B · 32,450 participants
ORRICK, HERRINGTON & SUTCLIFFE LLP
ORRICK, HERRINGTON & SUTCLIFFE LLP RETIREMENT PLAN
$1.2B · 1,870 participants
VANDALIA HEALTH, INC.
VANDALIA HEALTH SYSTEM 401(K) RETIREMENT SAVINGS P
$852.8M · 11,194 participants
WEST VIRGINIA LABORERS PENSION TRUST FUND
WEST VIRGINIA LABORERS PENSION TRUST FUND
$570.0M · 2,157 participants
I.U.O.E. LOCAL 132 PENSION FUND
I.U.O.E. LOCAL 132 PENSION FUND
$559.3M · 1,524 participants
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERS
UNITED MINE WORKERS OF AMERICA 1985 CONSTRUCTION WORKERS PENSION PLAN
$469.6M · 195 participants