· 2022–2024 · DOL EFAST2

Robert B Kalish — Robert B Kalish 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251014173351NAL0007002818001

Robert B Kalish

Form 5500-SF

FILING_RECEIVED

Robert B Kalish 401(k) Plan

401(k) retirement plan · Robert B Kalish's Robert B Kalish 401(k) Plan held $21K in plan assets for 38 participants in 2024.

Active participants

38

Accounts w/ balance

4

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

Plan health score

Above-average plan

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

23

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th 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 ROBERT B KALISH.

Plan sponsor

Name

ROBERT B KALISH

EIN

76-0275051all filings

Address

3 GROGANS PARK DRIVE · STE 200 · WOODLANDS, TX · 77382

Phone

(281) 363-3700

Industry

Law Offices· Professional & Technical Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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