· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STOCKDALE LAW, PLC — STOCKDALE LAW, PLC 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250507113504NAL0010534097001
STOCKDALE LAW, PLC
Form 5500-SF
FILING_RECEIVED
STOCKDALE LAW, PLC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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
STOCKDALE LAW, PLC
.
Find decision makers
Plan sponsor
Name
STOCKDALE LAW, PLC
EIN
82-3823613
Address
412 WASHINGTON AVENUE · IOWA FALLS, IA · 50126
Phone
(641) 648-5083
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
2025-05-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
ARMSTRONG, BERRY & LAMPTON
ARMSTRONG, BERRY & LAMPTON PLLC, PROFIT SHARING PLAN
$2.0M · 5 participants
ALTIOR LAW, PC
ALTIOR LAW, PC 401(K) PLAN
$2.0M · 7 participants
LAW OFFICE OF JEFFREY A. JONES, P.A.
LAW OFFICE OF JEFFREY A. JONES 401(K) PLAN
$2.0M · 10 participants
VERSO LAW GROUP LLP
VERSO LAW GROUP LLP 401(K) PLAN
$2.0M · 18 participants
KARCHMAR & LAMBERT, P.C.
KARCHMAR & LAMBERT, P. C. 401(K) PROFIT SHARING PLAN AND TRUST
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.
$2.0M · 8 participants
MYRIGHTS IMMIGRATION
MYRIGHTS IMMIGRATION 401(K) PLAN
$2.0M · 30 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
