Back to filter
Original filing (PDF)20250516091503NAL0020193601001
JASON E. FONTENOT APLC
Form 5500-SF
FILING_RECEIVED
JASON E. FONTENOT APLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
7
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
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 JASON E. FONTENOT APLC.
Plan sponsor
Name
JASON E. FONTENOT APLC
EIN
20-0722606
Address
401 AUDUBON BLVD, SUITE 211-B · LAFAYETTE, LA · 70505
Phone
(337) 234-7355
Industry
Law 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
2025-05-16
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 Law Offices plans
THE PRINZ LAW FIRM, P.C.
THE PRINZ LAW FIRM, P.C. RETIREMENT PLAN
$2.0M · 10 participants
BHAVYA CHAUDHARY & ASSOCIATES LAW FIRM, LLC
BCA LAW FIRM, L.L.C. CASH BALANCE DEFINED BENEFIT PLAN
$2.0M · 8 participants
LESCH & LESCH, P.C.
LESCH & LESCH, P.C. CASH BALANCE PLAN
$2.0M · 4 participants
ROBERT G. AGNOLI
ROBERT G. AGNOLI 401(K) PLAN AND TRUST
$2.0M · 4 participants
LAW OFFICES OF YORK AND WAINFELD, APC
YORK & WAINFELD 401(K) PROFIT SHARING PLAN
$2.0M · 5 participants
THE LAW OFFICES OF BASHORE GREEN, P.C.
BASHORE GREEN LAW GROUP 401(K) RETIREMENT PLAN
$2.0M · 10 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants