Original filing (PDF)20250515213014NAL0013673443001

JONES, GALLIGAN, KEY & LOZANO, LLP

Name: JONES, GALLIGAN, KEY & LOZANO, LLP — J G K L 401(K) PLAN EMPLOYEES' PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JONES, GALLIGAN, KEY & LOZANO, LLP

Form 5500-SF

FILING_RECEIVED

J G K L 401(K) PLAN EMPLOYEES' PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

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

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th 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 JONES, GALLIGAN, KEY & LOZANO, LLP.

Plan sponsor

Name

JONES, GALLIGAN, KEY & LOZANO, LLP

EIN

74-2322662

Address

2300 W. PIKE BLVD., STE. 300 · WESLACO, TX · 78596

Phone

(956) 968-5402

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator