Original filing (PDF)20251004151025NAL0002077121001

PRIMUS ACCOUNTING & TAX LLC

Name: PRIMUS ACCOUNTING & TAX LLC — PRIMUS ACCOUNTING & TAX LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PRIMUS ACCOUNTING & TAX LLC

Form 5500-SF

FILING_RECEIVED

PRIMUS ACCOUNTING & TAX LLC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$782K

Net assets (EOY)

$782K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PRIMUS ACCOUNTING & TAX LLC

EIN

46-3049147all filings

Address

4855 RIVER GREEN PKWY STE 200 · DULUTH, GA · 30096

Phone

(770) 232-1864

Industry