· 2022–2024 · DOL EFAST2

ATTORNEY BRIAN WHITE & ASSOCIATE — ATTORNEY BRIAN WHITE & ASSOCIATES 401(K) PROFIT SHARING, Form 5500 (2024)

Original filing (PDF)20250605182043NAL0011764865001

ATTORNEY BRIAN WHITE & ASSOCIATE

Form 5500-SF

FILING_RECEIVED

ATTORNEY BRIAN WHITE & ASSOCIATES 401(K) PROFIT SHARING

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

3

Plan assets (EOY)

$759K

Net assets (EOY)

$759K

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

74

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ATTORNEY BRIAN WHITE & ASSOCIATE.

Plan sponsor

Name

ATTORNEY BRIAN WHITE & ASSOCIATE

EIN

27-1695245all filings

Address

3120 SOUTHWEST FWY · SUITE 350 · HOUSTON, TX · 77098

Phone

(713) 202-4867

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

2025-06-05

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

HAFFNER & MORGAN, LLP

HAFFNER & MORGAN 401(K) PLAN

$759K · 2 participants

RANDOLPH M JAMES PC

RANDOLPH M JAMES PC

$759K · 6 participants

WEILER & REES, LLC

WEILER & REES, L.L.C. 401K PROFIT SHARING PLAN

$759K · 7 participants

NIXON LAW GROUP PLLC

NIXON LAW GROUP 401(K) PLAN

$759K · 10 participants

KLAPACH & KLAPACH, P.C.

KLAPACH & KLAPACH, P.C. PROFIT SHARING 401K PLAN

$759K · 6 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.