Original filing (PDF)20250415221053NAL0004131665006

LAW OFFICE OF SHELLE-ANN SIMON, PLLC

Name: LAW OFFICE OF SHELLE-ANN SIMON, PLLC — LAW OFFICE OF SHELLE-ANN SIMON 401(K) PLAN, Form 5500 (2024)
Creator: LAW OFFICE OF SHELLE-ANN SIMON, PLLC

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF SHELLE-ANN SIMON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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 LAW OFFICE OF SHELLE-ANN SIMON, PLLC.

Plan sponsor

Name

LAW OFFICE OF SHELLE-ANN SIMON, PLLC

EIN

84-2941289all filings

Address

950 ECHO LANE, SUITE 200 · HOUSTON, TX · 77024

Phone

(281) 606-5362

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator