How big is Hester & Morris LLC's plan?

Hester & Morris LLC's plan reported $2.2M in assets and 17 participants for 2024.

Original filing (PDF)20251001153007NAL0013412129002

Hester & Morris LLC

Name: Hester & Morris LLC — Hester & Morris LLC Retirement, Form 5500 (2024)
Creator: Hester & Morris LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hester & Morris LLC Retirement Savings Plan

401(k) retirement plan · Hester & Morris LLC's Hester & Morris LLC Retirement Savings Plan held $2.2M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

J. Gregory Morris signed Hester & Morris LLC's 2024 Form 5500 as plan administrator.

J. Gregory Morris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hester & Morris LLC's EIN is 27-1480111.

EIN 27-1480111

Plan number 001

Plan year 2024

ACK ID 20251001153007NAL0013412129002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hester & Morris LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hester & Morris LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HESTER & MORRIS LLC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

HESTER & MORRIS LLC

EIN

all filings

Address

3229 NORTH OAK STREET EXT · VALDOSTA, GA · 31605

Phone

(229) 245-1800

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator