Original filing (PDF)20251028131131NAL0017481362001

WILLIAM & REED ACADEMY LLC

Name: WILLIAM & REED ACADEMY LLC — WILLIAM & REED ACADEMY LLC GCF BENEFIT PLAN, Form 5500 (2024)
Creator: WILLIAM & REED ACADEMY LLC

Form 5500-SF

FILING_RECEIVED

WILLIAM & REED ACADEMY LLC GCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$1K

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM & REED ACADEMY LLC.

Plan sponsor

Name

WILLIAM & REED ACADEMY LLC

EIN

46-3699279

Address

11877 DOUGLAS RD · ALPHARETTA, GA · 30005

Phone

(678) 456-5131

Industry

Educational Servicessee all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-10-28

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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