Original filing (PDF)20250514114540NAL0019058785001

HARRELL INVESTMENT PARTNERS, LLC

Name: HARRELL INVESTMENT PARTNERS, LLC — HARRELL INVESTMENT PARTNERS LLC 401K PS PLAN, Form 5500 (2024)
Creator: HARRELL INVESTMENT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

HARRELL INVESTMENT PARTNERS LLC 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$457K

Net assets (EOY)

$457K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRELL INVESTMENT PARTNERS, LLC.

Plan sponsor

Name

HARRELL INVESTMENT PARTNERS, LLC

EIN

83-2373368all filings

Address

3814 MEDICAL PKWY · AUSTIN, TX · 78756

Phone

(512) 759-8002

Industry