How big is Whitlow, Roberts, Houston & Straub PLLC's plan?

Whitlow, Roberts, Houston & Straub PLLC's plan reported $6.0M in assets and 29 participants for 2025.

Original filing (PDF)20260508144309NAL0004096289001

Whitlow, Roberts, Houston & Straub PLLC

Name: Whitlow, Roberts, Houston & Straub PLLC — Form 5500 Plan 001 (2025)
Creator: Whitlow, Roberts, Houston & Straub PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whitlow, Roberts, Houston & Straub, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Whitlow, Roberts, Houston & Straub PLLC's Whitlow, Roberts, Houston & Straub, PLLC 401(k) Profit Sharing Plan held $6.0M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Jennifer Meeks signed Whitlow, Roberts, Houston & Straub PLLC's 2025 Form 5500 as plan administrator.

Jennifer Meeks — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Whitlow, Roberts, Houston & Straub PLLC's EIN is 61-0405812.

EIN 61-0405812

Plan number 001

Plan year 2025

ACK ID 20260508144309NAL0004096289001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Whitlow, Roberts, Houston & Straub PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Whitlow, Roberts, Houston & Straub PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WHITLOW, ROBERTS, HOUSTON & STRAUB PLLC.

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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