Original filing (PDF)20250604150324NAL0011348897001

PEREZ & MALIK, PLLC

Name: PEREZ & MALIK, PLLC — PEREZ & MALIK, PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: PEREZ & MALIK, PLLC

Form 5500-SF

FILING_RECEIVED

PEREZ & MALIK, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$348K

Net assets (EOY)

$348K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PEREZ & MALIK, PLLC.

Plan sponsor

Name

PEREZ & MALIK, PLLC

EIN

45-2490999all filings

Address

12042 BLANCO RD · STE 205 · SAN ANTONIO, TX · 78216

Phone

(210) 802-2222

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

2025-06-04

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

LAW OFFICES OF STEVEN SPRINGER

SPRINGER, STEVEN E. LAW OFFICES OF 401(K) PLAN

$349K · 3 participants

THE AXELROD FIRM, PC

AXELROD FIRM, PC 401(K) PLAN

$348K · 2 participants

HEPNER & PAGAN, LLP

HEPNER & PAGAN, LLP RETIREMENT PLAN

$349K · 5 participants

THE LAW OFFICES OF GLEN F. LARSON, PLLC

GLEN LARSON LAW 401(K) PLAN

$348K · 7 participants

CAIN & HERREN INC.

CAIN & HERREN INC. 401(K) PROFIT SHARING PLAN

$349K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.