· 2022–2024 · DOL EFAST2

LAW OFFICES OF LAUREN M SERPER P — LAW OFFICES OF LAUREN M SERPER PC - 401K PLAN, Form 5500 (2024)

Original filing (PDF)20250829185150NAL0019721360001

LAW OFFICES OF LAUREN M SERPER P

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF LAUREN M SERPER PC - 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

1

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF LAUREN M SERPER P.

Plan sponsor

Name

LAW OFFICES OF LAUREN M SERPER P

EIN

76-0625013all filings

Address

3405 EDLOE · STE 200 · HOUSTON, TX · 77027

Phone

(713) 278-9398

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

2025-08-29

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TED B WACKER A PROFESSIONAL LAW

TED B WACKER A PROFESSIONAL LAW CORPORATION - 401(K)

$290K · 6 participants

CARSTENS, BLACK & MINTEER LLP

CARSTENS, BLACK & MINTEER LLP PROFIT SHARING PLAN.

$290K · 5 participants

GROGAN HESSE & UDITSKY, P.C.

GROGAN HESSE & UDITSKY, P.C. 401(K) PLAN

$290K · 16 participants

SAGY LAW ASSOCIATES

SAGY LAW ASSOCIATES 401(K) PROFIT SHARING PLAN

$290K · 1 participants

KUCALA LAW LLC 401(K) PLAN

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