Original filing (PDF)20250715174206NAL0002508001001

TRESTEN SNEED & ASSOCIATES, INC.

Name: TRESTEN SNEED & ASSOCIATES, INC. — TRESTEN SNEED & ASSOCIATES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: TRESTEN SNEED & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

TRESTEN SNEED & ASSOCIATES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRESTEN SNEED & ASSOCIATES, INC..

Plan sponsor

Name

TRESTEN SNEED & ASSOCIATES, INC.

EIN

76-0027704

Address

1625 W SAM HOUSTON PKWY N · HOUSTON, TX · 77043

Phone

(713) 467-9800

Industry

Manufacturingsee 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

2025-07-15

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 49% as many balances as active participants — suggests many active employees aren't deferring.

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.