Original filing (PDF)20250730155213NAL0010851074001

GARVEY SMITH & NEHRBASS ET AL

Name: GARVEY SMITH & NEHRBASS ET AL — GARVEY SMITH & NEHRBASS ET AL 401(K) PLAN, Form 5500 (2024)
Creator: GARVEY SMITH & NEHRBASS ET AL

Form 5500-SF

FILING_RECEIVED

GARVEY SMITH & NEHRBASS ET AL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 GARVEY SMITH & NEHRBASS ET AL.

Plan sponsor

Name

GARVEY SMITH & NEHRBASS ET AL

EIN

72-1421407

Address

HANCOCK WHITNEY BLDG · 701 POYDRAS ST STE 4310 · NEW ORLEANS, LA · 70139

Phone

(504) 835-2000

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

2025-07-30

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

REEVES & MESTAYER, PLLC

REEVES & MESTAYER, PLLC CASH BALANCE PLAN

$4.1M · 7 participants

BUXBAUM DAUE, PLLC

BUXBAUM DAUE, PLLC PROFIT SHARING PLAN & TRUST

$4.1M · 5 participants

FLITTER MILZ, P.C.

FLITTER MILZ, P.C. 401(K) PROFIT SHARING PLAN

$4.1M · 7 participants

PINCKNEY, WEIDINGER, URBAN AND JOYCE LLC

PINCKNEY, WEIDINGER, URBAN AND JOYCE LLC 401(K) PROFIT SHARING PLAN

$4.1M · 6 participants

STACEY & JACOBSEN, PLLC

STACEY & JACOBSEN, PLLC CASH BALANCE PLAN