Original filing (PDF)20250501085545NAL0006416146001

RUBEN BAEZA

Name: RUBEN BAEZA — RUBEN BAEZA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: RUBEN BAEZA

Form 5500-SF

FILING_RECEIVED

RUBEN BAEZA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

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 RUBEN BAEZA.

Plan sponsor

Name

RUBEN BAEZA

EIN

59-3808418

Address

10333 NORTHWEST FWY STE 302 · HOUSTON, TX · 770928217

Phone

(832) 665-3040

Industry

Admin Support & Waste Mgmtsee 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

2025-05-01

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 Admin Support & Waste Mgmt plans

EMEK SECURITY TRAINING LLC

$6K · 15 participants

ESI COMMUNICATIONS

ESI COMMUNICATIONS MCF BENEFIT PLAN

$6K · 20 participants

STRATEGIC RESEARCH & DEVELOPME

STRATEGIC RESEARCH & DEVELOPME 401(K) PROFIT SHARING PLAN & TRUST

$6K · 16 participants

OVERWATCH TECHNOLOGIES LLC

$6K · 5 participants

ADVANCED SECURITY, INC.

ADVANCE SECURITY, INC. 401K PLAN

$6K · 31 participants