· 2022–2024 · DOL EFAST2

Stephen Natelson, Attorney at Law — Stephen Natelson, Form 5500 (2024)

Original filing (PDF)20251003152006NAL0001560129001

Stephen Natelson, Attorney at Law

Form 5500-SF

FILING_RECEIVED

Stephen Natelson, Attorney at Law 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen Natelson, Attorney at Law's Stephen Natelson, Attorney at Law 401(k) Profit Sharing Plan held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

77

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN NATELSON, ATTORNEY AT LAW.

Plan sponsor

Name

STEPHEN NATELSON, ATTORNEY AT LAW

EIN

74-2805336all filings

Address

411 CAMINO DE LA PLACITA · TAOS, NM · 875716192

Phone

(575) 758-4844

Industry

Law Offices· Professional & Technical Services

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

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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