Original filing (PDF)20240503220059NAL0024314272005

'THE TRUSTED TEAM'

Name: 'THE TRUSTED TEAM' — 'THE TRUSTED TEAM' 401(K) PLAN, Form 5500 (2023)
Creator: 'THE TRUSTED TEAM'

Form 5500-SF

FILING_RECEIVED

'THE TRUSTED TEAM' 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

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 'THE TRUSTED TEAM'.

Plan sponsor

Name

'THE TRUSTED TEAM'

EIN

45-4605243

Address

2636 BATTLEFIELD PARKWAY · FT OGLETHORPE, GA · 30742

Phone

(706) 858-4400

Industry

Real Estatesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

HALCYON MEDICAL GROUP, PLLC

HALCYON MEDICAL GROUP 401(K) PLAN

$85K · 1 participants

WOODWARDS, INC.

WOODWARDS, INC. 401K PLAN

$84K · 12 participants

COLOUR HOMES LLC

COLOUR HOMES LLC 401(K) PLAN

$84K · 10 participants

MAUI KAI ASSOCIATION OF APARTMENT OWNERS

MAUI KAI 401(K) PLAN

$86K · 8 participants

THE INDA LONG TERM TRUST AGREEME

THE INDA LONG TERM TRUST AGREEMENT

$84K · 3 participants