· 2022–2024 · DOL EFAST2

SHELLIST LAZARZ SLOBIN, LLP — SHELLIST LAZARZ SLOBIN, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250513200558NAL0027086224001

SHELLIST LAZARZ SLOBIN, LLP

Form 5500-SF

FILING_RECEIVED

SHELLIST LAZARZ SLOBIN, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

11

Plan assets (EOY)

$981K

Net assets (EOY)

$981K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELLIST LAZARZ SLOBIN, LLP.

Plan sponsor

Name

SHELLIST LAZARZ SLOBIN, LLP

EIN

76-0656695all filings

Address

5373 W. ALABAMA, SUITE 600 · HOUSTON, TX · 77046

Phone

(713) 621-2277

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

2025-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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