Original filing (PDF)20250721183324NAL0004696546001

LUCERO / WOLLAM P.L.L.C.

Name: LUCERO / WOLLAM P.L.L.C. — LW P.L.L.C. 401K RETIREMENT PLAN, Form 5500 (2024)
Creator: LUCERO / WOLLAM P.L.L.C.

Form 5500-SF

FILING_RECEIVED

LW P.L.L.C. 401K RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 LUCERO / WOLLAM P.L.L.C..

Plan sponsor

Name

LUCERO / WOLLAM P.L.L.C.

EIN

45-3250908

Address

1776 YORKTOWN SUITE 100 · HOUSTON, TX · 77056

Phone

(713) 225-3400

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

2025-07-21

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

CUSTOM AIR VENTILATION & HEATING OF CENTRAL FL

CUSTOM AIR VENTILATION & HEATING OF CENTRAL FL 401(K) PLAN

$2.1M · 44 participants

OPPER & GAMBRELL, P.L.L.C.

OPPER & GAMBRELL, P.L.L.C. PROFIT SHARING PLAN

$2.1M · 12 participants

MURPHY ARMSTRONG FIRM, LLP

MURPHY ARMSTRONG FIRM, LLP 401(K) PLAN

$2.1M · 2 participants

JOHN J YIM & ASSOCIATES LLC

$2.1M · 88 participants

THE RUTTEN LAW FIRM, A PROFESSIONAL LAW CORPORATION