Original filing (PDF)20250605070017NAL0032810242001

STENVALL AND ASSOCIATES, PLLC

Name: STENVALL AND ASSOCIATES, PLLC — STENVALL AND ASSOCIATES EMPLOYEE RET. PLAN, Form 5500 (2024)
Creator: STENVALL AND ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

STENVALL AND ASSOCIATES EMPLOYEE RET. PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

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).

Decision-maker contacts

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

Plan sponsor

Name

STENVALL AND ASSOCIATES, PLLC

EIN

83-1764504all filings

Address

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

Phone

(704) 542-6553

Industry