Original filing (PDF)20231011115102NAL0029910801001

LEGAL ACCESS PLANS, LLC

Name: LEGAL ACCESS PLANS, LLC — LEGAL ACCESS PLANS, LLC 401(K) PLAN, Form 5500 (2022)
Creator: LEGAL ACCESS PLANS, LLC

Form 5500-SF

FILING_RECEIVED

LEGAL ACCESS PLANS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

147

Accounts w/ balance

114

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGAL ACCESS PLANS, LLC.

Plan sponsor

Name

LEGAL ACCESS PLANS, LLC

EIN

76-0692108

Address

5151 SAN FELIPE, SUITE 2300 · HOUSTON, TX · 77057

Phone

(713) 785-7400

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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 Professional & Technical Services plans

PATRICK, LEWIS, WATTS, P.A.

PATRICK, LEWIS, WATTS, P.A. 401(K) PLAN

$3.0M · 8 participants

FAUVER, LARGE, ARCHBALD & SPRAY, LLP

FAUVER, LARGE, ARCHBALD & SPRAY, LLP. 401(K) PROFIT SHARING PLAN

$3.0M · 12 participants

SOUTHERN CENTER FOR HUMAN RIGHTS

SCHR 401(K) PLAN

$3.0M · 36 participants

THE LAWYERS TRUST FUND OF ILLINOIS

THE LAWYERS TRUST FUND OF ILLINOIS 401(K) NONELECTIVE PLAN

$3.0M · 5 participants

MODERN REGULATORY SERVICES, LLC

MODERN REGULATORY SERVICES, LLC RETIREMENT PLAN