Original filing (PDF)20240801132957NAL0038882704001

CRANFORD POWELL AND MORRIS ADV

Name: CRANFORD POWELL AND MORRIS ADV — CRANFORD POWELL AND MORRIS ADV 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: CRANFORD POWELL AND MORRIS ADV

Form 5500-SF

FILING_RECEIVED

CRANFORD POWELL AND MORRIS ADV 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$573K

Net assets (EOY)

$573K

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 (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CRANFORD POWELL AND MORRIS ADV

EIN

45-3048204

Address

775 POPLAR ROAD SUITE 260 · NEWNAN, GA · 30265

Phone

(770) 502-2150

Industry