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THE PUBLIC FINANCE LAW GROUP PLLC — THE PUBLIC FINANCE LAW GROUP PLLC RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250219190444NAL0007228112001
THE PUBLIC FINANCE LAW GROUP PLLC
Form 5500-SF
FILING_RECEIVED
THE PUBLIC FINANCE LAW GROUP PLLC RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$6.7M
Net assets (EOY)
$6.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE PUBLIC FINANCE LAW GROUP PLLC
.
Find decision makers
Plan sponsor
Name
THE PUBLIC FINANCE LAW GROUP PLLC
EIN
56-2635360
Address
5657 N. CLASSEN BLVD., STE. 100 · OKLAHOMA CITY, OK · 73118
Phone
(405) 235-3413
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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