Original filing (PDF)20231013105417NAL0033643121001

A.J. ETHEREDGE COMPANY

Name: A.J. ETHEREDGE COMPANY — A.J. ETHEREDGE COMPANY 401(K) PLAN, Form 5500 (2022)
Creator: A.J. ETHEREDGE COMPANY

Form 5500-SF

FILING_RECEIVED

A.J. ETHEREDGE COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$325K

Net assets (EOY)

$325K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.J. ETHEREDGE COMPANY.

Plan sponsor

Name

A.J. ETHEREDGE COMPANY

EIN

76-0273892all filings

Address

430 HIGHWAY 6 SOUTH, SUITE 150 · HOUSTON, TX · 77079

Phone

(713) 464-4888

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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 providers

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