Original filing (PDF)20251124131103NAL0001848353001

CLAIRMONT OAKS, INC.

Name: CLAIRMONT OAKS, INC. — CLAIRMONT OAKS, INC TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: CLAIRMONT OAKS, INC.

Form 5500-SF

FILING_RECEIVED

CLAIRMONT OAKS, INC TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLAIRMONT OAKS, INC..

Plan sponsor

Name

CLAIRMONT OAKS, INC.

EIN

23-7336582

Address

441 CLAIREMONT AVENUE · DECATUR, GA · 30030

Phone

(404) 634-3263

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-11-24

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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