Original filing (PDF)20250311092249NAL0009171571001

SMITH PARKER ELLIOTT, PLLC

Name: SMITH PARKER ELLIOTT, PLLC — SMITH PARKER ELLIOTT, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: SMITH PARKER ELLIOTT, PLLC

Form 5500-SF

FILING_RECEIVED

SMITH PARKER ELLIOTT, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$583K

Net assets (EOY)

$583K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

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 SMITH PARKER ELLIOTT, PLLC.

Plan sponsor

Name

SMITH PARKER ELLIOTT, PLLC

EIN

83-4477914all filings

Address

10355 CENTREPARK DRIVE, SUITE 240 · HOUSTON, TX · 77043

Phone

(832) 220-5400

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

2025-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

KLAMANN LAW FIRM, PA

KLAMANN LAW FIRM, PA 401(K) PLAN

$583K · 2 participants

SIKES & EDWARDS, P.C.

SIKES & EDWARDS, P.C. 401(K) PLAN

$583K · 6 participants

BABICH GOLDMAN PC

BABICH GOLDMAN PC 401(K) PLAN

$583K · 9 participants

THE LAW OFFICE OF MITCHELL E. PIPPIN, P.C.

THE LAW OFFICE OF MITCHELL E. PIPPIN 401(K) PLAN

$583K · 1 participants

CARL A. MASSARO, JR.

CARL A. MASSARO, JR. KEOGH PLAN

$583K · 1 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.