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Original filing (PDF)20250505133302NAL0005859859001
IVEY, MCCLELLAN, SIEGMUND, BRUMBAUGH & MCDONOUGH, LLP
Form 5500-SF
FILING_RECEIVED
IVEY, MCCLELLAN, SIEGMUND, BRUMBAUGH & MCDONOUGH, LLP 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
17
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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 IVEY, MCCLELLAN, SIEGMUND, BRUMBAUGH & MCDONOUGH, LLP.
Plan sponsor
Name
IVEY, MCCLELLAN, SIEGMUND, BRUMBAUGH & MCDONOUGH, LLP
EIN
56-1419645
Address
100 S. ELM STREET · SUITE 500 · GREENSBORO, NC · 27401
Phone
(336) 274-4658
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
2025-05-05
Pension benefit codes
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 providersRelated plans
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