Original filing (PDF)20250731142917NAL0005396353001

NELL MCCALLUM & ASSOCIATES HOUSTON INC.

Name: NELL MCCALLUM & ASSOCIATES HOUSTON INC. — NELL MCCALLUM & ASSOCIATES HOUSTON INC. EMPLOYEES 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: NELL MCCALLUM & ASSOCIATES HOUSTON INC.

Form 5500-SF

FILING_RECEIVED

NELL MCCALLUM & ASSOCIATES HOUSTON INC. EMPLOYEES 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$743K

Net assets (EOY)

$743K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NELL MCCALLUM & ASSOCIATES HOUSTON INC..

Plan sponsor

Name

NELL MCCALLUM & ASSOCIATES HOUSTON INC.

EIN

76-0069825all filings

Address

3560 DELAWARE SUITE 402 · BEAUMONT, TX · 77706

Phone

(409) 838-0333

Industry

Admin Support & Waste Mgmtsee all

Plan administrator