Original filing (PDF)20251014150719NAL0001557027001

ALLEN GARDNER LAW, PLLC

Name: ALLEN GARDNER LAW, PLLC — ALLEN GARDNER LAW, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: ALLEN GARDNER LAW, PLLC

Form 5500-SF

FILING_RECEIVED

ALLEN GARDNER LAW, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLEN GARDNER LAW, PLLC.

Plan sponsor

Name

ALLEN GARDNER LAW, PLLC

EIN

82-2869249

Address

609 S FANNIN AVENUE, SUITE B · TYLER, TX · 75701

Phone

(903) 944-7537

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

STEIDLE & GORDON, P.C.

STEIDLE & GORDON, P.C. 401(K) PLAN

$1.3M · 10 participants

HOAG & O'CONNOR

HOAG & O'CONNOR 401(K) PLAN

$1.3M · 8 participants

MICHAEL S. COHEN, LLC.

MICHAEL S. COHEN, LLC. SAFE HARBOR 401(K) PLAN

$1.3M · 1 participants

THE LAW FIRM OF ELIAS C. SCHWARTZ, PLLC

ELIAS C. SCHWARTZ 401(K) PROFIT SHARING PLAN

$1.3M · 8 participants

COUNSEL LLP

COUNSEL 401(K) PLAN

$1.3M · 9 participants