Original filing (PDF)20250717142130NAL0000209171001

BELLAMY & SCHULTZ, PLLC

Name: BELLAMY & SCHULTZ, PLLC — BELLAMY & SCHULTZ, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: BELLAMY & SCHULTZ, PLLC

Form 5500-SF

FILING_RECEIVED

BELLAMY & SCHULTZ, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$654K

Net assets (EOY)

$654K

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 BELLAMY & SCHULTZ, PLLC.

Plan sponsor

Name

BELLAMY & SCHULTZ, PLLC

EIN

47-2969207all filings

Address

7200 NORTH MOPAC EXPWY STE 120 · AUSTIN, TX · 78731

Phone

(512) 346-6011

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

2025-07-17

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FAEHNER PLLC

FAEHNER PLLC 401(K) PLAN

$654K · 5 participants

ANALYTIC ACQUISITIONS LLC

ANALYTIC ACQUISITIONS 401(K) PLAN

$654K · 41 participants

STEPHEN N. BARNES JR., LLC.

BARNES LAW 401(K) PLAN

$654K · 4 participants

AVELINO LAW, LLP

AVELINO LAW LLP 401K PROFIT SHARING PLAN

$654K · 5 participants

STEPHENS, FIDDES, MCGILL & ASSOCIATES, P.C.

STEPHENS, FIDDES, MCGILL & ASSOCIATES, P.C. 401(K) SAVINGS PLAN

$654K · 8 participants

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