Original filing (PDF)20251015191429NAL0002803907004

JOSEPH M. HARRISON IV, P.C.

Name: JOSEPH M. HARRISON IV, P.C. — RAYMOND JAMES CUSTODIAN FOR JOSEPH M. HARRISON, IV PSP, Form 5500 (2024)
Creator: JOSEPH M. HARRISON IV, P.C.

Form 5500-SF

FILING_RECEIVED

RAYMOND JAMES CUSTODIAN FOR JOSEPH M. HARRISON, IV PSP

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 JOSEPH M. HARRISON IV, P.C..

Plan sponsor

Name

JOSEPH M. HARRISON IV, P.C.

EIN

72-1543439

Address

1009 C. STREET, SUITE 200 · FLORESVILLE, TX · 78114

Phone

(830) 393-0500

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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