Original filing (PDF)20251015165059NAL0002662307001

MEMORIAL PLAN, INC.

Name: MEMORIAL PLAN, INC. — MEMORIAL PLAN, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: MEMORIAL PLAN, INC.

Form 5500-SF

FILING_RECEIVED

MEMORIAL PLAN, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEMORIAL PLAN, INC..

Plan sponsor

Name

MEMORIAL PLAN, INC.

EIN

20-1705569all filings

Address

5188 WINTERS CHAPEL ROAD · DUNWOODY, GA · 30360

Phone

(770) 804-1177

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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