Original filing (PDF)20240801132957NAL0038882704001

Cranford Powell and Morris ADV

Name: Cranford Powell and Morris ADV — Cranford Powell and, Form 5500 (2023)
Creator: Cranford Powell and Morris ADV
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cranford Powell and Morris ADV 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cranford Powell and Morris ADV's Cranford Powell and Morris ADV 401(k) Profit Sharing Plan & Trust held $573K in plan assets for 2 participants in 2023.

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

45-3048204all filings

Address

775 POPLAR ROAD SUITE 260 · NEWNAN, GA · 30265

Phone

(770) 502-2150

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