Original filing (PDF)20250412220751NAL0025735809002

AUBREY MORGAN LOPEZ, J.D. PLLC

Name: AUBREY MORGAN LOPEZ, J.D. PLLC — AUBREY MORGAN LOPEZ, J.D. PLLC 401(K) PLAN, Form 5500 (2024)
Creator: AUBREY MORGAN LOPEZ, J.D. PLLC

Form 5500-SF

FILING_RECEIVED

AUBREY MORGAN LOPEZ, J.D. PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$63K

Net assets (EOY)

$63K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUBREY MORGAN LOPEZ, J.D. PLLC.

Plan sponsor

Name

AUBREY MORGAN LOPEZ, J.D. PLLC

EIN

82-4189748all filings

Address

1320 ARROW POINT DR. · 501, NO. 177 · CEDAR PARK, TX · 78613

Phone

(512) 481-9950

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