How big is Stenvall and Associates, PLLC's plan?

Stenvall and Associates, PLLC's plan reported $168K in assets and 4 participants for 2024.

Original filing (PDF)20250605070017NAL0032810242001

Stenvall and Associates, PLLC

Name: Stenvall and Associates, PLLC — Stenvall and, Form 5500 (2024)
Creator: Stenvall and Associates, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stenvall and Associates Employee RET. Plan

401(k) retirement plan · Stenvall and Associates, PLLC's Stenvall and Associates Employee RET. Plan held $168K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Meghan Stenvall signed Stenvall and Associates, PLLC's 2024 Form 5500 as plan administrator.

Meghan Stenvall — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stenvall and Associates, PLLC's EIN is 83-1764504.

EIN 83-1764504

Plan number 001

Plan year 2024

ACK ID 20250605070017NAL0032810242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stenvall and Associates, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stenvall and Associates, PLLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STENVALL AND ASSOCIATES, PLLC.

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

STENVALL AND ASSOCIATES, PLLC

EIN

all filings

Address

7251 PINEVILLE MATTHEWS ROAD · SUITE 100 · CHARLOTTE, NC · 28226

Phone

(704) 542-6553

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator