Original filing (PDF)20250825095331NAL0007735009001

CLAIRE SERGENT WALLS LEGAL GROUP, PLLC

Name: CLAIRE SERGENT WALLS LEGAL GROUP, PLLC — CLAIRE SERGENT WALLS LEGAL GROUP 401(K) PLAN, Form 5500 (2024)
Creator: CLAIRE SERGENT WALLS LEGAL GROUP, PLLC

Form 5500-SF

FILING_RECEIVED

CLAIRE SERGENT WALLS LEGAL GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLAIRE SERGENT WALLS LEGAL GROUP, PLLC.

Plan sponsor

Name

CLAIRE SERGENT WALLS LEGAL GROUP, PLLC

EIN

26-3113977all filings

Address

1200 N. FEDERAL HWY., SUITE 200 · BOCA RATON, FL · 33432

Phone

(304) 225-1108

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator