Original filing (PDF)20250617082712NAL0000732515001

FERRER & POIROT, P.C. DBA FERRER, POIROT & WANSBROUGH

Name: FERRER & POIROT, P.C. DBA FERRER, POIROT & WANSBROUGH — FERRER & POIROT, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FERRER & POIROT, P.C. DBA FERRER, POIROT & WANSBROUGH

Form 5500-SF

FILING_RECEIVED

FERRER & POIROT, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 FERRER & POIROT, P.C. DBA FERRER, POIROT & WANSBROUGH.

Plan sponsor

Name

FERRER & POIROT, P.C. DBA FERRER, POIROT & WANSBROUGH

EIN

75-2357502

Address

2603 OAK LAWN AVE · SUITE 300 · DALLAS, TX · 75219

Phone

(214) 521-4412

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

2025-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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