Original filing (PDF)20241028102346NAL0003472209001

TROTTER JONES, LLP

Name: TROTTER JONES, LLP — TROTTER JONES, LLP GCF BENEFIT PLAN, Form 5500 (2023)
Creator: TROTTER JONES, LLP

Form 5500-SF

FILING_RECEIVED

TROTTER JONES, LLP GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROTTER JONES, LLP.

Plan sponsor

Name

TROTTER JONES, LLP

EIN

20-3917831

Address

3527 WALTON WAY EXT · AUGUSTA, GA · 30909

Phone

(706) 737-3138

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-04-01

Tax period

2024-03-31

Filed

2024-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

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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