Original filing (PDF)20250410095005NAL0021442161001

KELLY L. FRITSCH, P.C.

Name: KELLY L. FRITSCH, P.C. — KELLY L. FRITSCH, P.C. 401K PLAN, Form 5500 (2024)
Creator: KELLY L. FRITSCH, P.C.

Form 5500-SF

FILING_RECEIVED

KELLY L. FRITSCH, P.C. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

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 KELLY L. FRITSCH, P.C..

Plan sponsor

Name

KELLY L. FRITSCH, P.C.

EIN

46-5031042

Address

5300 MEMORIAL DRIVE · SUITE 1000 · HOUSTON, TX · 77007

Phone

(281) 201-4600

Industry

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

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 Professional & Technical Services plans

LAW OFFICE OF GEORGIANA F DAMBRA PA

LAW OFFICE OF GEORGIANA F DAMBRA PA 401K PLAN

$162K · 5 participants

EC LAW COUNSEL, PLLC

EC LAW COUNSEL, PLLC 401K PLAN

$150K · 2 participants

KUBLAN KHAN PLC

KUBLAN KHAN PLC 401K PLAN

$144K · 7 participants

PATRIOTS LAW GROUP OF LYONS & HUGHES, PC

PATRIOTS LAW GROUP OF LYONS 401K PLAN

$178K · 10 participants

YOLOFSKY LAW, P.A.

YOLOFSKY LAW, P.A. 401K PLAN

$140K · 5 participants