Original filing (PDF)20251014160835NAL0001662387001

SERA H. RUSSELL, III ATTORNEY AT LAW

Name: SERA H. RUSSELL, III ATTORNEY AT LAW — SERA H. RUSSELL, III CASH BALANCE PLAN, Form 5500 (2024)
Creator: SERA H. RUSSELL, III ATTORNEY AT LAW

Form 5500-SF

FILING_RECEIVED

SERA H. RUSSELL, III CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERA H. RUSSELL, III ATTORNEY AT LAW.

Plan sponsor

Name

SERA H. RUSSELL, III ATTORNEY AT LAW

EIN

72-1299105all filings

Address

21710 TARANA ROSE TRAIL · CYPRESS, TX · 77433

Phone

(337) 237-7171

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator