Department of Labor filing

STARNES DAVIS FLORIE LLP

STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Nov 6, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$18,869

Reported employer contributions per active participant.

Higher than about 98% of comparable plans

#People in the filing

114

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$2,078 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 0% of comparable plans

↗Investment performance

Not available

Plan assets changed 14.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions98th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense0th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, STARNES DAVIS FLORIE LLP reported $2,151,072 in employer contributions across the plan and 114 active participants. That works out to $18,869 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 3.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 10.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,151,072
Participant contributions: $1,220,531
Other contributions: Not reported
Employer share of reported contributions: 63.8%
Beginning assets: $56,655,846
Ending assets: $65,074,382
Ending net assets: $65,074,382
Ending liabilities: Not reported
Total income: $11,341,076
Total expenses: $2,922,540
Administrative expenses: $249,363
Participant loans: $187,530

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$19,591

2023

$20,768

2024

$18,869

Plan-paid administrative expenses per participant

2022

$2,330

2023

$1,471

2024

$2,078

Active participants

2022

2023

2024

114

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$18,869	114	65.1M	20251106135902NAL0009485217001
2023	$20,768	99	56.7M	20241009150412NAL0019494849002
2022	$19,591	99	51.4M	20231011155810NAL0029858305001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 630685284-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2003
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2R2T3B3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO. INC. AND AFFIL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251106135902NAL0009485217001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗