Original filing (PDF)20250827011543NAL0004744419001

LE BAIR FINANCIAL SERVICES, INC. DBA MITCHELL CLARK & COMPANY

Name: LE BAIR FINANCIAL SERVICES, INC. DBA MITCHELL CLARK & COMPANY — LE BAIR FINANCIAL SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: LE BAIR FINANCIAL SERVICES, INC. DBA MITCHELL CLARK & COMPANY

Form 5500-SF

FILING_RECEIVED

LE BAIR FINANCIAL SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LE BAIR FINANCIAL SERVICES, INC. DBA MITCHELL CLARK & COMPANY.

Plan sponsor

Name

LE BAIR FINANCIAL SERVICES, INC. DBA MITCHELL CLARK & COMPANY

EIN

76-0114425

Address

PO BOX 117 · BRENHAM, TX · 77834

Phone

(713) 446-9841

Industry

Finance & Insurancesee all

Plan administrator