Original filing (PDF)20250715123701NAL0001604819001

CHRIST TAYLOR, LLP

Name: CHRIST TAYLOR, LLP — CHRIST TAYLOR, LLP 401K PLAN, Form 5500 (2024)
Creator: CHRIST TAYLOR, LLP

Form 5500-SF

FILING_RECEIVED

CHRIST TAYLOR, LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHRIST TAYLOR, LLP.

Plan sponsor

Name

CHRIST TAYLOR, LLP

EIN

65-1193657

Address

4544 POST OAK PLACE, SUITE 200 · HOUSTON, TX · 77027

Phone

(713) 850-7747

Industry

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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GEORGE MEEKER STATE FARM

GEORGE MEEKER STATE FARM 401(K) PLAN

$340K · 3 participants

WALDEN INSURANCE SERVICES LLC

WALDEN INSURANCE SERVICES LLC 401(K) PLAN

$343K · 1 participants

PANORAMA RISK & INSURANCE SOLUTIONS

PANORAMA RETIREMENT & SAVINGS PLAN

$343K · 15 participants

ETERNALHEALTH INC

ETERNALHEALTH 401(K) PLAN

$345K · 17 participants

Y & D @ LARIMAR ENTERPRISE LLC

Y&D @ LARIMAR ENTERPRISE LLC 401(K) P/S PLAN