Original filing (PDF)20250723132716NAL0004529120001

RANDY SCHAFFER, P.C.

Name: RANDY SCHAFFER, P.C. — RANDY SCHAFFER, P.C. SAFE HARBOR 401(K) PLAN, Form 5500 (2024)
Creator: RANDY SCHAFFER, P.C.

Form 5500-SF

FILING_RECEIVED

RANDY SCHAFFER, P.C. SAFE HARBOR 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

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 RANDY SCHAFFER, P.C..

Plan sponsor

Name

RANDY SCHAFFER, P.C.

EIN

74-2136303

Address

1021 MAIN, SUITE 1440 · HOUSTON, TX · 77002

Phone

(713) 224-8815

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

2025-07-23

Pension benefit codes

2E · Profit-sharing

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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