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J.E. VANCE AND COMPANY, P.A. — J.E. VANCE & COMPANY, PA 401K, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250630171505NAL0011440305001
J.E. VANCE AND COMPANY, P.A.
Form 5500-SF
FILING_RECEIVED
J.E. VANCE & COMPANY, PA 401K
401(k) retirement plan
Active participants
10
Accounts w/ balance
10
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
J.E. VANCE AND COMPANY, P.A.
.
Find decision makers
Plan sponsor
Name
J.E. VANCE AND COMPANY, P.A.
EIN
64-0789840
Address
P.O. BOX 1280 · TUPELO, MS · 38804
Phone
(662) 842-2123
Industry
CPA 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
2025-06-30
Pension benefit codes
2J · 401(k) feature
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
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 providers
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Helping the score
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