Original filing (PDF)20251007075218NAL0004458833001

STUART LAW FIRM, PLLC

Name: STUART LAW FIRM, PLLC — STUART LAW FIRM, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: STUART LAW FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

STUART LAW FIRM, PLLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 STUART LAW FIRM, PLLC.

Plan sponsor

Name

STUART LAW FIRM, PLLC

EIN

56-1916436

Address

1033 WADE AVE., SUITE 202 · RALEIGH, NC · 27605

Phone

(919) 787-6050

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

2025-10-07

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CONWAY, LONDREGAN, SHEEHAN & MONACO, P.C.

CONWAY, LONDREGAN, SHEEHAN & MONACO, P.C. 401(K) PROFIT SHARING PLAN

$3.4M · 12 participants

PRESTON ESTATE PLANNING, A PROFESSIONAL LAW CORPORATION

PRESTON ESTATE PLANNING 401(K) PROFIT SHARING PLAN

$3.4M · 27 participants

MCKASSON & KLEIN LLP

MCKASSON & KLEIN LLP 401(K) PROFIT SHARING PLAN

$3.4M · 4 participants

OAKLAND LAWYERS GROUP

OAKLAND LAWYERS GROUP 401(K) PLAN

$3.4M · 8 participants

LAW OFFICES OF CHARLES E BOYK, LLC