Original filing (PDF)20251014121309NAL0003893056001

TJ ROBERTS LAW DBA TERRY AND ROBERTS LAW

Name: TJ ROBERTS LAW DBA TERRY AND ROBERTS LAW — TERRY AND ROBERTS LAW 401(K) PLAN, Form 5500 (2024)
Creator: TJ ROBERTS LAW DBA TERRY AND ROBERTS LAW

Form 5500-SF

FILING_RECEIVED

TERRY AND ROBERTS LAW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

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 (19th 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 TJ ROBERTS LAW DBA TERRY AND ROBERTS LAW.

Plan sponsor

Name

TJ ROBERTS LAW DBA TERRY AND ROBERTS LAW

EIN

84-1816269all filings

Address

203 EAST CEDAR · ANGLETON, TX · 77515

Phone

(979) 849-4387

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator