· 2022–2024 · DOL EFAST2

Fleming, Nolen & JEZ, L.L.P. — Fleming, Nolen & JEZ, Form 5500 (2024)

Original filing (PDF)20250527130523NAL0006051569001

Fleming, Nolen & JEZ, L.L.P.

Form 5500-SF

FILING_RECEIVED

Fleming, Nolen & JEZ, L.L.P. 401(k) Savings Plan

401(k) retirement plan · Fleming, Nolen & JEZ, L.L.P.'s Fleming, Nolen & JEZ, L.L.P. 401(k) Savings Plan held $4.6M in plan assets for 31 participants in 2024.

Active participants

31

Accounts w/ balance

23

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

55

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLEMING, NOLEN & JEZ, L.L.P..

Plan sponsor

Name

FLEMING, NOLEN & JEZ, L.L.P.

EIN

74-2213452all filings

Address

2800 POST OAK BLVD., SUITE 6000 · HOUSTON, TX · 770566109

Phone

(713) 621-7944

Industry

Law Offices· Professional & Technical Services

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

2025-05-27

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

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