Original filing (PDF)20250722085040NAL0005354082001

TAYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P.

Name: TAYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P. — TAYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: TAYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P.

Form 5500-SF

FILING_RECEIVED

TAYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

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 TAYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P..

Plan sponsor

Name

TAYLOR, OLSON, ADKINS, SRALLA & ELAM, L.L.P.

EIN

75-2715875

Address

6000 WESTERN PLACE, SUITE 200 · FORT WORTH, TX · 761074607

Phone

(817) 332-2580

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

2025-07-22

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

Related plans

Similar-size Law Offices plans

POLSINELLI PC

POLSINELLI PC CASH BALANCE PLAN II

$11.1M · 165 participants

POLSINELLI PC

POLSINELLI PC CASH BALANCE PLAN I

$11.1M · 165 participants

HAIGHT, BROWN & BONESTEEL L.L.P.

HAIGHT, BROWN & BONESTEEL, ATTORNEYS 401(K) PLAN

$11.1M · 43 participants

GUTGLASS, ERICKSON, LARSON & SCHNEIDER, S.C.

GUTGLASS, ERICKSON, LARSON & SCHNEIDER, S.C. 401(K)/PS PLAN

$11.1M · 14 participants

SHUMAN, MCCUSKEY & SLICER, PLLC

SHUMAN, MCCUSKEY & SLICER, PLLC 401K PLAN