Original filing (PDF)20251002214640NAL0000535923001

HOLM BAMBACE, LLP

Name: HOLM BAMBACE, LLP — HOLM BAMBACE, LLP 401(K) PLAN, Form 5500 (2024)
Creator: HOLM BAMBACE, LLP

Form 5500-SF

FILING_RECEIVED

HOLM BAMBACE, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOLM BAMBACE, LLP.

Plan sponsor

Name

HOLM BAMBACE, LLP

EIN

76-0592431

Address

2900 WESLAYAN, SUITE 610 · HOUSTON, TX · 77027

Phone

(713) 652-9700

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

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICE OF VICTOR N. YAMOUTI, PLLC

VICTOR N. YAMOUTI PENSION PLAN

$1.5M · 2 participants

THE LAW OFFICES OF XAVIER A. PALACIOS & ASSOCIAT

XAVIER A. PALACIOS & ASSOCIATES CASH BALANCE PLAN

$1.5M · 7 participants

CLAGGETT SYKES & GARZA LLC

CLAGGETT SYKES & GARZA LLC 401(K) PLAN

$1.5M · 24 participants

WOODS TRIAL LAW

WOODS TRIAL LAW 401(K) PLAN

$1.5M · 9 participants

LAW OFFICES OF MICHAEL P. BARNARD

LAW OFFICES OF MICHAEL P. BARNARD 401(K) PROFIT SHARING PLAN