Original filing (PDF)20250603212657NAL0007485427001

MERITZ REDDY, PLLC

Name: MERITZ REDDY, PLLC — MERITZ REDDY, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: MERITZ REDDY, PLLC

Form 5500-SF

FILING_RECEIVED

MERITZ REDDY, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERITZ REDDY, PLLC.

Plan sponsor

Name

MERITZ REDDY, PLLC

EIN

83-2953928all filings

Address

310 W. SUNSET · SAN ANTONIO, TX · 78209

Phone

(210) 672-2502

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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LOVELL LAW GROUP, PC

LOVELL LAW GROUP, PC 401(K) PLAN

$318K · 7 participants

BENN LAW FIRM

BENN LAW FIRM 401(K) RETIREMENT PLAN

$318K · 7 participants

FEINSTEIN & MENDEZ, P.A.

FEINSTEIN & MENDEZ, P.A 401K PROFIT SHARING PLAN

$318K · 11 participants

ARKANSAS JUSTICE COLLECTIVE

ARKANSAS JUSTICE COLLECTIVE 401(K) PLAN

$318K · 7 participants

JAY H. KRULEWITCH ATTORNEY AT LAW

KRULEWITCH LAW RETIREMENT PLAN

$318K · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.