· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DELIUS & MCKENZIE PLLC — DELIUS & MCKENZIE, PLLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916085338NAL0001804881001
DELIUS & MCKENZIE PLLC
Form 5500-SF
FILING_RECEIVED
DELIUS & MCKENZIE, PLLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
DELIUS & MCKENZIE PLLC
.
Find decision makers
Plan sponsor
Name
DELIUS & MCKENZIE PLLC
EIN
82-3856074
Address
124 COURT AVE. · SEVIERVILLE, TN · 37862
Phone
(865) 428-8780
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Law Offices plans
WOHLETZ LAW OFFICE, P.A.
WOHLETZ LAW OFFICE 401(K) PLAN
$1.4M · 3 participants
DUNCAN & SEVIN, LLC
DUNCAN & SEVIN, LLC RETIREMENT PLAN
$1.4M · 3 participants
KENNETH D. L. GAUDREAU PA
LAW OFFICE OF KEN GAUDREAU, ESQ. CASH BALANCE PLAN
$1.4M · 5 participants
REISMAN GRAN ZUBA LLP
REISMAN GRAN ZUBA LLP RETIREMENT PLAN
$1.4M · 5 participants
CRISHAM & HOLMAN LLC
CRISHAM & HOLMAN LLC 401(K) PLAN
$1.4M · 4 participants
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.
STEIN ADLER DABAH & ZELKOWITZ LLP
STEIN ADLER DABAH & ZELKOWITZ LLP CASH BALANCE PLAN
$1.4M · 9 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B