Back to filter
Original filing (PDF)20250710183156NAL0005804833001
EDGAR, KIKER & CROSS, PC
Form 5500-SF
FILING_RECEIVED
EKC SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
37
Plan assets (EOY)
$6.2M
Net assets (EOY)
$6.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGAR, KIKER & CROSS, PC.
Plan sponsor
Name
EDGAR, KIKER & CROSS, PC
EIN
01-0560057
Address
3440 EASTEX FREEWAY · BEAUMONT, TX · 77703
Phone
(409) 892-0233
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
ROCHE, SCHOLZ, ROCHE & WALSH, LTD.
ROCHE, SCHOLZ, ROCHE & WALSH, LTD. EMPLOYEES' THRIFT PLAN
$6.2M · 10 participants
CERINI & ASSOCIATES LLP
CERINI & ASSOCIATES LLP 401(K) PROFIT SHARING PLAN & TRUST
$6.2M · 76 participants
JAMES MARTA & COMPANY LLP
JAMES MARTA & COMPANY 401(K) PROFIT SHARING PLAN
$6.2M · 11 participants
FARMER, FUQUA & HUFF, P.C.
FARMER, FUQUA & HUFF, P.C. 401(K) PLAN
$6.2M · 28 participants
IRVINE & COMPANY, CPAS LLC
IRVINE AND COMPANY, CPAS LLC PROFIT SHARING PLAN AND TRUST
$6.2M · 35 participants
RHODES & ASSOCIATES, PLLC
PATRICK RHODES & ASSOCIATES, PLLC 401K PROFIT SHARING PLAN &
$6.2M · 24 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants