Back to filter
Original filing (PDF)20241014132008NAL0044618256001
ANDRE ASSOCIATES, PC
Form 5500-SF
FILING_RECEIVED
ANDRE + ASSOCIATES, PC 401(K) PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
32
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANDRE ASSOCIATES, PC.
Plan sponsor
Name
ANDRE ASSOCIATES, PC
EIN
75-2741521
Address
2780 VIRGINIA PARKWAY, SUITE 401 · MCKINNEY, TX · 75071
Phone
(972) 548-1040
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-14
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size CPA Offices plans
CMA GROUP LLC
CMA GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 4 participants
LEMERT, HOLDER, OHM PLLC
LEMERT, HOLDER, OHM 401K PLAN
$1.5M · 17 participants
ABARE, KRESGE & ASSOCIATES CPAS, LLC
ABARE KRESGE & ASSOCIATES, CPAS, LLC RETIREMENT PLAN AND TRUST
$1.4M · 19 participants
ANSEL & SLOTOPOLSKY LLP
VISION FINANCIAL GROUP CPAS, LLP 401(K) PLAN
$1.4M · 36 participants
I STEFANIA CPA PC
I STEFANIA CPA PC PROFIT SHARING PLAN
$1.5M · 2 participants
R. D. BARNETT PLLC
R. D. BARNETT PLLC 401(K) PLAN
$1.5M · 11 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants