Original filing (PDF)20250812170746NAL0023435186001

DALY & BLACK PC

Name: DALY & BLACK PC — DALY & BLACK PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DALY & BLACK PC

Form 5500-SF

FILING_RECEIVED

DALY & BLACK PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$914K

Net assets (EOY)

$914K

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 DALY & BLACK PC.

Plan sponsor

Name

DALY & BLACK PC

EIN

47-1792150all filings

Address

2211 NORFOLK ST, STE 300 · HOUSTON, TX · 77098

Phone

(713) 655-1405

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KRAMER, SOPKO, COPELAND & CLASEN, P.A.

KRAMER SOPKO COPELAND & CLASEN 401(K) PLAN

$913K · 5 participants

SCHNEIDER LAW OFFICES PLLC

SCHNEIDER LAW OFFICES PLLC 401K PROFIT SHARING PLAN AND TRUST

$913K · 2 participants

THE O'RIORDAN BETHEL LAW FIRM, LLP

THE O'RIORDAN BETHEL LAW FIRM, LLP PROFIT SHARING PLAN

$913K · 5 participants

NOVEY LAW GROUP APC

NOVEY LAW GROUP APC 401K PROFIT SHARING PLAN

$914K · 11 participants

INFINITY LAW GROUP LLP

INFINITY LAW GROUP LLP 401(K) PLAN

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