Original filing (PDF)20260213125037NAL0001584129001

NOEL J LEZAMA

Name: NOEL J LEZAMA — NOEL LEZAMA 401K PLAN, Form 5500 (2024)
Creator: NOEL J LEZAMA

Form 5500-SF

FILING_RECEIVED

NOEL LEZAMA 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.9 months past the 10.5-month grace window.

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 NOEL J LEZAMA.

Plan sponsor

Name

NOEL J LEZAMA

EIN

47-2089833all filings

Address

9038 COLLEEN RD · HOUSTON, TX · 77080

Phone

(832) 221-1968

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2026-02-13

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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