Original filing (PDF)20250616140952NAL0002383010001

TABOR LINDSAY & ASSOCIATES

Name: TABOR LINDSAY & ASSOCIATES — TABOR LINDSAY & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: TABOR LINDSAY & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

TABOR LINDSAY & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$522K

Net assets (EOY)

$522K

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 average account balance (85th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TABOR LINDSAY & ASSOCIATES.

Plan sponsor

Name

TABOR LINDSAY & ASSOCIATES

EIN

02-0746345all filings

Address

P.O. BOX 1269 · CHARLESTON, WV · 25325

Phone

(304) 344-5155

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