· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
EASTHAM, WATSON, DALE & FORNEY, — EASTHAM, WATSON, DALE & FORNEY, LLP 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230622150919NAL0003952114001
EASTHAM, WATSON, DALE & FORNEY,
Form 5500-SF
FILING_RECEIVED
EASTHAM, WATSON, DALE & FORNEY, LLP 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
14
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EASTHAM, WATSON, DALE & FORNEY,
.
Find decision makers
Plan sponsor
Name
EASTHAM, WATSON, DALE & FORNEY,
EIN
74-1192167
Address
1001 MCKINNEY ST SUITE 1400 · HOUSTON, TX · 77002
Phone
(713) 225-0905
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
STAFFORD & STAFFORD, LPA
STAFFORD & STAFFORD 401(K) PLAN
$3.5M · 29 participants
KATO, FEDER & SUZUKI, LLP
FORUS 401(K)
$3.5M · 14 participants
DEMOCRACY FORWARD FOUNDATION
DEMOCRACY FORWARD FOUNDATION 401K
$3.5M · 62 participants
KAMINSKI & POZORSKI, LLC
KAMINSKI & POZORSKI 401(K) PROFIT SHARING PLAN
$3.5M · 5 participants
MILES P. HURLEY, P.C. DBA HURLEY ELDER CARE LAW
HURLEY ELDER CARE LAW 401(K) PROFIT SHARING PLAN
$3.5M · 16 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
VALENTINE & ASSOCIATES, P.C.
VALENTINE & ASSOCIATES, P.C. PROFIT SHARING PLAN
$3.5M · 1 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
