Original filing (PDF)20240125101823NAL0008396995001

J. THOMPSON ROSS INVESTMENTS, INC.

Name: J. THOMPSON ROSS INVESTMENTS, INC. — J. THOMPSON ROSS INVESTMENTS, INC. 401(K)PLAN, Form 5500 (2023)
Creator: J. THOMPSON ROSS INVESTMENTS, INC.

Form 5500-SF

FILING_RECEIVED

J. THOMPSON ROSS INVESTMENTS, INC. 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 J. THOMPSON ROSS INVESTMENTS, INC..

Plan sponsor

Name

J. THOMPSON ROSS INVESTMENTS, INC.

EIN

27-1634983all filings

Address

350 THOMPSON FARM LANE · ACWORTH, GA · 30102

Phone

(678) 523-5888

Industry

Finance & Insurancesee all

Plan administrator