Original filing (PDF)20250731024935NAL0004787553001

THE WILLIARD LAW FIRM, L.P.

Name: THE WILLIARD LAW FIRM, L.P. — THE WILLIARD LAW FIRM, L.P. 401(K) PLAN, Form 5500 (2024)
Creator: THE WILLIARD LAW FIRM, L.P.

Form 5500-SF

FILING_RECEIVED

THE WILLIARD LAW FIRM, L.P. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 WILLIARD LAW FIRM, L.P..

Plan sponsor

Name

THE WILLIARD LAW FIRM, L.P.

EIN

42-1551921

Address

1920 NORTH MEMORIAL WAY, STE. 207 · HOUSTON, TX · 77007

Phone

(713) 529-6300

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

2025-07-31

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

WIZNER LAW PLLC

WIZNER LAW PLLC 401(K) PLAN

$1.2M · 5 participants

GRUZMARK LAW, LTD.

GRUZMARK LAW, LTD. 401(K) PLAN

$1.2M · 7 participants

MADIGAN & LEWIS, LLP

MADIGAN & LEWIS 401(K) PROFIT SHARING PLAN

$1.2M · 6 participants

LAW OFFICE OF MICHELANGELO MORTELLARO, P.A.

LAW OFFICE OF MICHELANGELO MORTELLARO, P.A. 401(K) RETIREMENT PLAN

$1.2M · 19 participants

FORNARO LAW

FORNARO LAW 401(K) PROFIT SHARING PLAN

$1.2M · 13 participants