Original filing (PDF)20241003153416NAL0010767985001

ELLIOTT STRATMANN, PLLC

Name: ELLIOTT STRATMANN, PLLC — ELLIOTT STRATMANN, PLLC 401(K) P/S PLAN, Form 5500 (2023)
Creator: ELLIOTT STRATMANN, PLLC

Form 5500-SF

FILING_RECEIVED

ELLIOTT STRATMANN, PLLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIOTT STRATMANN, PLLC.

Plan sponsor

Name

ELLIOTT STRATMANN, PLLC

EIN

82-0771209

Address

2705 BEE CAVES RD STE 200 · AUSTIN, TX · 78746

Phone

(512) 693-2356

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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