Original filing (PDF)20250728154818NAL0000902851001

THE KAISER FIRM, L.L.P

Name: THE KAISER FIRM, L.L.P — THE KAISER FIRM, L.L.P. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE KAISER FIRM, L.L.P

Form 5500-SF

FILING_RECEIVED

THE KAISER FIRM, L.L.P. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE KAISER FIRM, L.L.P.

Plan sponsor

Name

THE KAISER FIRM, L.L.P

EIN

20-0451901

Address

2215 WESTGATE DRIVE · HOUSTON, TX · 77019

Phone

(713) 223-0000

Industry

Professional & Technical Servicessee all

Plan administrator

Name

THE KAISER FIRM, L.L.P.

EIN

20-0451901

City

HOUSTON, TX

Phone

(713) 223-0000

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

2K · 401(m) arrangement

2E · Profit-sharing

2J · 401(k) feature

2A · Age/service weighted or new comparability

3H · Sponsor in controlled / affiliated group

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 providers

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