Original filing (PDF)20250923121625NAL0009156146001

ERHARD & JENNINGS, A PROFESSIONAL CORPORATION

Name: ERHARD & JENNINGS, A PROFESSIONAL CORPORATION — ERHARD & JENNINGS, A PROFESSIONAL CORPORATION, 401(K) PLAN, Form 5500 (2024)
Creator: ERHARD & JENNINGS, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

ERHARD & JENNINGS, A PROFESSIONAL CORPORATION, 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 ERHARD & JENNINGS, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

ERHARD & JENNINGS, A PROFESSIONAL CORPORATION

EIN

75-1463062

Address

1601 ELM ST. · SUITE 4242 · DALLAS, TX · 75201

Phone

(214) 720-4001

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

2025-09-23

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STECKEL AND STOPP, LLC

STECKEL & STOPP, LLC 401(K) PLAN

$1.8M · 18 participants

WASHTON & GITTO LLC

WASHTON & GITTO LLC 401(K) PLAN

$1.8M · 8 participants

DOLASINSKI MILLER MARTIN, P.C.

DOLASINSKI MILLER MARTIN, P.C. 401(K) PROFIT SHARING PLAN

$1.8M · 5 participants

KAPETAN BROTHERS, LLP

KAPETAN BROTHERS LLP 401K PROFIT SHARING PLAN

$1.8M · 4 participants

WARD LAW LLC

WARD LAW LLC 401(K) PROFIT SHARING PLAN

$1.8M · 6 participants