· 2022–2024 · DOL EFAST2

Brittany Lopez CPA PC — Brittany Lopez CPA PC 401(k), Form 5500 (2025)

Original filing (PDF)20260521114602NAL0002593475001

Brittany Lopez CPA PC

Form 5500-SF

FILING_RECEIVED

Brittany Lopez CPA PC 401(k) Plan

401(k) retirement plan · Brittany Lopez CPA PC's Brittany Lopez CPA PC 401(k) Plan held $264K in plan assets for 7 participants in 2025.

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

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

73

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 BRITTANY LOPEZ CPA PC.

Plan sponsor

Name

BRITTANY LOPEZ CPA PC

EIN

Address

7 GROGANS PARK DR. STE 10 · THE WOODLANDS, TX · 77380

Phone

(281) 367-7444

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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 Professional & Technical Services plans

Bicycle Accounting, Inc.

Bicycle Accounting, Inc. 401(k) Plan

$264K · 4 participants

Consolidated Bookkeeping and MAN

Consolidated Bookkeeping and Management Services, Inc. 401(k)

$265K · 92 participants

SHS Services, LLC

SHS Services, LLC 401(k) Profit Sharing Plan

$265K · 2 participants

Metya Inc. 401(k) & Profit Sharing Plan

$265K · 8 participants

Etrends Group LLC

Etrends Group Retirement Plan

$263K · 12 participants

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