Original filing (PDF)20250729230548NAL0005672928001

AGUILAR & ZABARTE, LLC

Name: AGUILAR & ZABARTE, LLC — AGUILAR & ZABARTE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: AGUILAR & ZABARTE, LLC

Form 5500-SF

FILING_RECEIVED

AGUILAR & ZABARTE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGUILAR & ZABARTE, LLC.

Plan sponsor

Name

AGUILAR & ZABARTE, LLC

EIN

46-1846361all filings

Address

990 MARINE DR. · BROWNSVILLE, TX · 78520

Phone

(956) 504-1100

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

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TRACHMAN LAW CENTER, LLC

TRACHMAN LAW CENTER 401(K) PLAN

$179K · 5 participants

LAW OFFICES OF MICHAEL H. SAID, PC

LAW OFFICES OF MICHAEL H. SAID, PC 401(K) PLAN

$179K · 4 participants

TAYLOR & ASOCIATES PLLC

TAYLOR & ASSOCIATES PLLC 401(K) PLAN

$179K · 17 participants

PONNOCK LAW, PLC

PONNOCK LAW, PLC 401(K) PLAN

$179K · 5 participants

KIMBALL ANDERSON 401(K)

KIMBALL ANDERSON 401(K) PLAN

$179K · 7 participants

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