Original filing (PDF)20250922204435NAL0008273170001

STEINBERG DICKEY COLLABORATIVE, LLP

Name: STEINBERG DICKEY COLLABORATIVE, LLP — ASSOCIATIONS OF TEXAS MEP, Form 5500 (2024)
Creator: STEINBERG DICKEY COLLABORATIVE, LLP

Form 5500-SF

FILING_RECEIVED

ASSOCIATIONS OF TEXAS MEP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEINBERG DICKEY COLLABORATIVE, LLP.

Plan sponsor

Name

STEINBERG DICKEY COLLABORATIVE, LLP

EIN

72-1534942

Address

8100 WASHINGTON AVENUE, #250 · HOUSTON, TX · 77007

Phone

(713) 552-1777

Industry

Professional & Technical Servicessee all

Plan administrator

Name

3(16)FIDUCIARY SERVICES CORPORATION

EIN

45-4813650

City

WOODSTOCK, GA

Phone

(561) 440-2139

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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