Original filing (PDF)20250905131646NAL0028884624001

APPLIED ECONOMICS CONSULTING

Name: APPLIED ECONOMICS CONSULTING — APPLIED ECONOMICS CONSULTING 401(K) PROFIT SHARING PLAN TRUST, Form 5500 (2024)
Creator: APPLIED ECONOMICS CONSULTING

Form 5500-SF

FILING_RECEIVED

APPLIED ECONOMICS CONSULTING 401(K) PROFIT SHARING PLAN TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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 APPLIED ECONOMICS CONSULTING.

Plan sponsor

Name

APPLIED ECONOMICS CONSULTING

EIN

74-2710619

Address

1905 NORTH LAMAR BLVD. · AUSTIN, TX · 78705

Phone

(512) 474-5860

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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