How big is Traylor, Montgomery & Elliott, PC's plan?

Traylor, Montgomery & Elliott, PC's plan reported $1.4M in assets and 3 participants for 2025.

Original filing (PDF)20260506122200NAL0002344864001

Traylor, Montgomery & Elliott, PC

Name: Traylor, Montgomery & Elliott, PC — Traylor, Montgom, Form 5500 (2025)
Creator: Traylor, Montgomery & Elliott, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Traylor, Montgomery & Elliott. P.C. EES RET.

401(k) retirement plan · Traylor, Montgomery & Elliott, PC's Traylor, Montgomery & Elliott. P.C. EES RET. held $1.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

JAN Golding signed Traylor, Montgomery & Elliott, PC's 2025 Form 5500 as plan administrator.

JAN Golding — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Traylor, Montgomery & Elliott, PC's EIN is 54-1324098.

EIN 54-1324098

Plan number 002

Plan year 2025

ACK ID 20260506122200NAL0002344864001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Traylor, Montgomery & Elliott, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Traylor, Montgomery & Elliott, PC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRAYLOR, MONTGOMERY & ELLIOTT, PC.

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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