Original filing (PDF)20251014173351NAL0007002818001

ROBERT B KALISH

Name: ROBERT B KALISH — ROBERT B KALISH 401K PLAN, Form 5500 (2024)
Creator: ROBERT B KALISH

Form 5500-SF

FILING_RECEIVED

ROBERT B KALISH 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

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

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 Servicessee 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

2025-10-14

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

Related plans

Similar-size Law Offices plans

GRACE LAW LLC

$21K · 3 participants

OSBURN HINE AND YATES LLC

OSBURN HINE AND YATES LLC MCF BENEFIT PLAN

$21K · 3 participants

THE LAW OFFICES OF ADRIANA GUZMAN FRALICK PLLC

AGF LAW 401K

$21K · 3 participants

MITCHELL LAW OFFICES

MITCHELL LAW OFFICES 401(K) PROFIT SHARING PLAN

$21K · 1 participants

VAKSMAN KHALFIN, PC

VAKSMAN KHALFIN, PC 401(K) PLAN

$21K · 8 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.