Original filing (PDF)20250625065625NAL0018369762004

RICHARD P. SLAUGHTER HOLDINGS, LLC

Name: RICHARD P. SLAUGHTER HOLDINGS, LLC — RICHARD P. SLAUGHTER HOLDINGS RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: RICHARD P. SLAUGHTER HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

RICHARD P. SLAUGHTER HOLDINGS RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD P. SLAUGHTER HOLDINGS, LLC.

Plan sponsor

Name

RICHARD P. SLAUGHTER HOLDINGS, LLC

EIN

87-4354020

Address

9600 N MOPAC EXPY, STE 600 · AUSTIN, TX · 78759

Phone

(512) 918-0000

Industry

Finance & Insurancesee 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

2025-06-25

Pension benefit codes

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)

2S · Automatic enrollment

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ADVISORY RESEARCH, INC.

ADVISORY RESEARCH, INC. 401(K) PLAN

$5.1M · 21 participants

FOUNDATION ASSET MANAGEMENT IN

FOUNDATION ASSET MANAGEMENT IN 401(K) PROFIT SHARING PLAN & TRUST

$5.1M · 5 participants

THE CAVANAUGH GROUP, INC.

THE CAVANAUGH GROUP PROFIT SHARING PLAN

$5.1M · 2 participants

FLOYD ADVISORY LLC

FLOYD ADVISORY LLC 401(K) PROFIT SHARING PLAN

$5.1M · 28 participants

SAPERE WEALTH MANAGEMENT, LLC

SAPERE WEALTH MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN