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  2. Starnes Davis Florie LLP
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Starnes Davis Florie LLP

EIN 63-0685284-legal services-Latest filing 2025
Plans
3
Retirement
2
$81.0M assets
Health & Benefits
1
$448K premiums
Participants
306
100 BROOKWOOD PLACE, 7TH FLOOR - BIRMINGHAM, AL 35209205-868-6014starneslaw.comLinkedIn51-200 employeeslegal services
Plans on this EIN
3 filings
#002401(k)-$77.6M - 137 part#003Cash balance-$3.3M - 59 part#510Mixed-$448K - 160 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $81.0M assets / 196 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$77.6M
  • CASH BALANCE PLAN (#003)$3.3M
Total $81.0MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • CHARLES SCHWAB & CO., INC.$77.6M
  • (Not disclosed)$3.3M
Total $81.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)137
  • CASH BALANCE PLAN (#003)59
Total 196Select a row to open it

Benefits portfolio analytics

1 plan / $448K premiums / 160 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$361K
  • Short-term disability$244K
  • Other$244K
  • Life$232K
  • Dental$53K
  • Vision$18K
Total $448K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN

401(k)

Assets$77.6M
Participants137
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

STARNES DAVIS FLORIE LLP CASH BALANCE PLAN

Cash balance

Assets$3.3M
Participants59
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

STARNES DAVIS FLORIE LLP EMPLOYEE BENEFITS PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$448K
Covered lives160
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN401(k)$77.6M1372025
#003STARNES DAVIS FLORIE LLP CASH BALANCE PLANCash balance$3.3M592025
  • STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN$77.6M
    #002 · 401(k) · 2025137
  • STARNES DAVIS FLORIE LLP CASH BALANCE PLAN$3.3M
    #003 · Cash balance · 202559

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510STARNES DAVIS FLORIE LLP EMPLOYEE BENEFITS PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$448K1602025
  • STARNES DAVIS FLORIE LLP EMPLOYEE BENEFITS PLAN$448K
    #510 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025160
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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