Original filing (PDF)20250714171322NAL0003127106001

THE BALE LAW FIRM, PLLC

Name: THE BALE LAW FIRM, PLLC — THE BALE LAW FIRM PLLC 401K PLAN, Form 5500 (2024)
Creator: THE BALE LAW FIRM, PLLC

Form 5500-SF

FILING_RECEIVED

THE BALE LAW FIRM PLLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BALE LAW FIRM, PLLC.

Plan sponsor

Name

THE BALE LAW FIRM, PLLC

EIN

26-2863287

Address

1600 HIGHWAY 6, SUITE 200 · SUGAR LAND, TX · 77478

Phone

(281) 295-6000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

SCHAERR JAFFE LLP

SCHAERR JAFFE LLP 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 21 participants

SEIDEN FAMILY LAW, LLC

SEIDEN FAMILY LAW, LLC 401(K) PLAN

$1.8M · 9 participants

MARK M BASICHAS & ASSOCIATES, P.C.

MARK M BASICHAS & ASSOCIATES, P.C. DEFINED BENEFIT PENSION PLAN

$1.8M · 2 participants

LAW OFFICES OF GARRET A. LUNGIN, A.P.C.

LAW OFFICES OF GARRET A. LUNGIN, A.P.C. 401(K) PLAN

$1.8M · 3 participants

HUTTON & HUTTON LAW FIRM, L.L.C.