· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WARE, JACKSON, LEE, O'NEILL, SMITH & BARROW, LLP — WARE, JACKSON, LEE, ONEILL, SMITH & BARROW, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722190356NAL0007996818001
WARE, JACKSON, LEE, O'NEILL, SMITH & BARROW, LLP
Form 5500-SF
FILING_RECEIVED
WARE, JACKSON, LEE, ONEILL, SMITH & BARROW, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
25
Plan assets (EOY)
$10.9M
Net assets (EOY)
$10.9M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WARE, JACKSON, LEE, O'NEILL, SMITH & BARROW, LLP
.
Find decision makers
Plan sponsor
Name
WARE, JACKSON, LEE, O'NEILL, SMITH & BARROW, LLP
EIN
20-2057033
Address
2929 ALLEN PARKWAY · AMERICA TOWER, 39TH FLOOR · HOUSTON, TX · 77019
Phone
(713) 335-4880
Industry
Law Offices
· Professional & Technical Services
see 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
2025-07-22
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LEHMAN & EILEN LLP
LEHMAN & EILEN LLP 401(K) PLAN
$10.9M · 10 participants
ZUKERMAN, GORE, BRANDEIS & CROSSMAN
ZUKERMAN, GORE, BRANDEIS & CROSSMAN, LLP PROFIT SHARING PLAN
$10.9M · 34 participants
MCKUIN FRANKEL WHITEHEAD LLP
MCKUIN FRANKEL WHITEHEAD LLP 401(K) PROFIT SHARING PLAN
$10.9M · 9 participants
HANDLER, HENNING & ROSENBERG, LLC
HANDLER, HENNING & ROSENBERG 401(K) PROFIT SHARING PLAN
$10.9M · 30 participants
OREGON LAW CENTER
OREGON LAW CENTER
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.
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.
$10.9M · 102 participants
FRANKE SCHULTZ AND MULLEN PC
FRANKE SCHULTZ AND MULLEN PC 401K PROFIT SHARING PLAN
$10.9M · 53 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
