· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
METHVIN, TERRELL, YANCEY, STEPHENS & MILLER, P.C. — METHVIN, TERRELL, YANCEY, STEPHENS & MILLER, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923115828NAL0009134882001
METHVIN, TERRELL, YANCEY, STEPHENS & MILLER, P.C.
Form 5500-SF
FILING_RECEIVED
METHVIN, TERRELL, YANCEY, STEPHENS & MILLER, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
METHVIN, TERRELL, YANCEY, STEPHENS & MILLER, P.C.
.
Find decision makers
Plan sponsor
Name
METHVIN, TERRELL, YANCEY, STEPHENS & MILLER, P.C.
EIN
63-1151855
Address
2201 ARLINGTON AVE. S. · BIRMINGHAM, AL · 35205
Phone
(205) 939-0199
Industry
Law Offices
· 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
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
KRISS LAW LLC
KRISS LAW LLC 401(K) PROFIT SHARING PLAN
$8.5M · 67 participants
SCOTT & SCOTT A PROFESSIONAL CORPORATION
SCOTT & SCOTT A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
$8.5M · 10 participants
OGG, MURPHY & PERKOSKY, P.C.
OGG, MURPHY & PERKOSKY 401(K) PLAN
$8.5M · 13 participants
LEARY BRIDE MERGNER & BONGIOVANNI P.A.
LEARY BRIDE MERGNER & BONGIOVANNI P.A. 401(K) RETIREMENT PLAN
$8.5M · 28 participants
MERRITT, WEBB, WILSON, & CARUSO, PLLC
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MERRITT, WEBB, WILSON, & CARUSO, PLLC 401(K) PLAN
$8.5M · 58 participants
MASSACHUSETTS BAR ASSOCIATION
MASSACHUSETTS BAR ASSOCIATION RETIREMENT AND 401(K) PLAN
$8.5M · 32 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants
