Original filing (PDF)20251007142930NAL0004724529001

ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C.

Name: ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. — ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN, Form 5500 (2024)
Creator: ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C.

Form 5500

FILING_RECEIVED

ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

122

Accounts w/ balance

175

Plan assets (EOY)

$15.7M

Net assets (EOY)

$15.7M

How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C..

Plan sponsor

Name

ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C.

EIN

81-0579836

Address

2800 POST OAK BLVD. · 57TH FLOOR · HOUSTON, TX · 77056

Phone

(713) 840-1666

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

2025-10-07

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)

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

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
NOVA 401(K) ASSOCIATES	—	HOUSTON, TX	TPA	$0	—

Investments

38 direct securities · 1 pooled fund· $31.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$15.3M

1 holding

Other securities

$14.8M

36 holdings

Pooled Separate Accounts

$875K

1 holding

Cash / Money Market

$44K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUI · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$15.3M	97.6%
Vanguard 500 Index Fund	Other securities	—	—	$2.0M	13.1%
Voya Retirement Insurance and Annuity Company Voya Large Cap Growth Fund	Other securities	—	—	$1.5M	9.7%
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$1.3M	8.0%
American Funds American Funds New Perspective Fund	Other securities	—	—	$1.0M	6.6%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$1.0M	6.6%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$902K	5.8%
American Century American Century Mid Cap Value Fund	Pooled Separate Accounts	—	—	$875K	5.6%
American Funds American Funds Washington Mutual Investors Fund	Other securities	—	—	$790K	5.0%
American Funds American Funds EuroPacific Growth Fund	Other securities	—	—	$740K	4.7%
American Funds American Funds Income Fund	Other securities	—	—	$656K	4.2%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$647K	4.1%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$548K	3.5%
Vanguard Small-Cap Index Fund	Other securities	—	—	$501K	3.2%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$400K	2.6%
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$391K	2.5%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$362K	2.3%
Neuberger Berman Neuberger Berman Mid Cap Growth Fund	Other securities	—	—	$239K	1.5%
Voya Retirement Insurance and Annuity Company Voya Fixed Account	Other securities	—	—	$205K	1.3%
Natixis Loomis Sayles Bond Fund	Other securities	—	—	$188K	1.2%
Dimensional Fund Advisors DFA Real Estate Securities Fund	Other securities	—	—	$183K	1.2%
per annum, maturing through August 2029, and secured by participants' individual vested accrued benefits. -	Other securities	—	—	$179K	1.1%
Vanguard Mid-Cap Index Fund	Other securities	—	—	$146K	0.9%
Amundi Pioneer Bond Fund	Other securities	—	—	$118K	0.8%
MFS International Intrinsic Value Fund	Other securities	—	—	$110K	0.7%
Eaton Vance Eaton Vance Income Fund of Boston	Other securities	—	—	$110K	0.7%
Dimensional Fund Advisors DFA U.S. Targeted Value Fund	Other securities	—	—	$90K	0.6%
American Funds American Funds Capital Income Builder Fund	Other securities	—	—	$83K	0.5%
American Funds American Funds New World Fund	Other securities	—	—	$73K	0.5%
Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund	Cash / Money Market	—	—	$44K	0.3%
Dimensional Fund Advisors DFA Inflation-Protected Securities Fund	Other securities	—	—	$39K	0.3%
Vanguard LifeStrategy Growth Fund	Other securities	—	—	$32K	0.2%
Franklin Templeton ClearBridge Small Cap Growth Fund	Other securities	—	—	$30K	0.2%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$30K	0.2%
Vanguard Target Retirement Income Fund	Other securities	—	—	$21K	0.1%
Franklin Templeton BrandywineGLOBAL Global Opportunities Bond Fund	Other securities	—	—	$20K	0.1%
Vanguard LifeStrategy Conservative Growth Fund	Other securities	—	—	$13K	<0.1%
Vanguard LifeStrategy Moderate Growth Fund	Other securities	—	—	$7K	<0.1%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$6K	<0.1%