Original filing (PDF)20251114145304NAL0002856481001

DRAFFIN AND TUCKER LLP

Name: DRAFFIN AND TUCKER LLP — DRAFFIN AND TUCKER LLP 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DRAFFIN AND TUCKER LLP

Form 5500-SF

FILING_RECEIVED

DRAFFIN AND TUCKER LLP 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

148

Accounts w/ balance

148

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DRAFFIN AND TUCKER LLP.

Plan sponsor

Name

DRAFFIN AND TUCKER LLP

EIN

58-0914992

Address

2617 GILLIONVILLE RD · ALBANY, GA · 31702

Phone

(229) 883-7878

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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