How big is Edwards, Storey, Marshall, ETAL's plan?

Edwards, Storey, Marshall, ETAL's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250729114417NAL0001286595001

Edwards, Storey, Marshall, ETAL

Name: Edwards, Storey, Marshall, ETAL — Edwards, Storey, Form 5500 (2024)
Creator: Edwards, Storey, Marshall, ETAL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edwards, Storey, Marshall, Helveston & Easterling, LLP

Defined-contribution retirement plan · Edwards, Storey, Marshall, ETAL's Edwards, Storey, Marshall, Helveston & Easterling, LLP held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

James C Helveston signed Edwards, Storey, Marshall, ETAL's 2024 Form 5500 as plan administrator.

James C Helveston — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Edwards, Storey, Marshall, ETAL's EIN is 64-0767505.

EIN 64-0767505

Plan number 001

Plan year 2024

ACK ID 20250729114417NAL0001286595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edwards, Storey, Marshall, ETAL from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edwards, Storey, Marshall, ETAL's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARDS, STOREY, MARSHALL, ETAL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score