· 2022–2024 · DOL EFAST2

TREY HARRELL LAW OFFICE, LLC — RETIREMENT INCOME SECURITY PLAN-TREY HARRELL LAW OFFICE, LLC, Form 5500 (2024)

Original filing (PDF)20250728122259NAL0003317202001

TREY HARRELL LAW OFFICE, LLC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-TREY HARRELL LAW OFFICE, LLC

401(k) retirement plan

Active participants

8

Accounts w/ balance

9

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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

65

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREY HARRELL LAW OFFICE, LLC.

Plan sponsor

Name

TREY HARRELL LAW OFFICE, LLC

EIN

85-2603860

Address

2000 SAM RITTENBERG BLVD. · CHARLESTON, SC · 29407

Phone

(843) 636-8739

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

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

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