Original filing (PDF)20251007163349NAL0002608291001

MUNICIPAL ACCOUNTS & CONSULTING, L.P.

Name: MUNICIPAL ACCOUNTS & CONSULTING, L.P. — MUNICIPAL ACCOUNTS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MUNICIPAL ACCOUNTS & CONSULTING, L.P.

Form 5500-SF

FILING_RECEIVED

MUNICIPAL ACCOUNTS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

106

Accounts w/ balance

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUNICIPAL ACCOUNTS & CONSULTING, L.P..

Plan sponsor

Name

MUNICIPAL ACCOUNTS & CONSULTING, L.P.

EIN

11-3645900

Address

1281 BRITTMOORE RD · HOUSTON, TX · 77043

Phone

(713) 623-4539

Industry

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TEAM AIR EXPRESS, INC.

TEAM AIR EXPRESS 401(K) PLAN

$7.3M · 110 participants

PROPERTY TAX ASSISTANCE CO., INC.

PROPERTY TAX ASSISTANCE CO., INC. 401K SAVINGS & INVESTMENT PLAN

$7.3M · 3 participants

S.D. MAYER & ASSOCIATES

S.D. MAYER & ASSOCIATES RETIREMENT PLAN

$7.2M · 82 participants

FINANCIAL ONE ACCOUNTING, INC.

FINANCIAL ONE ACCOUNTING, INC. 401(K) SAVINGS PLAN

$7.3M · 77 participants

ABILITIES FIRST, INC.

ABILITIES FIRST, INC. UNION 401(K) P/S PLAN